Carnahan Capital Management, LLC

RIASEC 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

FINTRX

Overview

Carnahan Capital Management, LLC is a small, equity-focused registered investment adviser serving individual and family clients. The firm operates as a limited liability company, owned by an individual, and delivers discretionary portfolio management to a concentrated client base. Its stated fee model is a percentage of assets under management, and its investment activity shows a clear preference for exchange-traded equities as the core building block of client portfolios. Carnahan Capital Management does not position itself as a capital allocator to private funds or an active ESG investor; instead it appears to run straightforward, liquid equity portfolios tailored to a limited number of relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Public Funds/Mutual Funds 1%99%
  • Exchange Traded Equities99%
  • Public Funds/Mutual Funds1%

Contacts

1 of 1
  • Bradley Carnahan

    Bradley Carnahan

    Managing Member / Investment Advisor RepresentativeCRD 7792873

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth