Carlton Hall Asset Management, LLC

Overview

Carlton Hall Asset Management, LLC is a small, fee-based registered investment adviser organized as an LLC that delivers discretionary portfolio management focused on individuals and families, and on small-business owners. The firm runs accounts on a percentage-of-AUM fee model and maintains a hands-on, discretionary approach: virtually all reported assets are managed on a discretionary basis. Investment positioning shows a clear tilt toward exchange-traded equities as the primary sleeve, supplemented by mutual funds and annuity holdings, and by targeted allocations to third-party alternative managers in real estate, commodities and oil & gas. The firm is not identified as an active ESG investor and does not list multi-state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices