Carnahan Capital Management, LLC
RIAState Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$1.3M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.67%
- Individuals17.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Carnahan Capital Management, LLC is a Virginia-registered, individually owned investment advisory LLC that provides portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and describes equities as its preferred asset class. It does not position itself as a capital allocator, does not identify as an ESG investor, and operates within a single state registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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