CARR CONSULTING P.A.
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 129350
- Website
- carrconsultingpa.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals90.2%
- Corporations / Businesses9.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carr Consulting P.A. is an independent, individually owned registered investment adviser operating as a corporation. The firm combines accounting services with advisory work, offering financial planning and portfolio management tailored to individuals, small businesses, and institutional clients. Compensation is through a mix of asset-based fees and fixed fees. The adviser does not present itself as a multi-state or capital-allocating firm, and it is not positioned as an ESG-focused or pension consulting practice.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1JOHN CARR
President, CEOCRD 1407521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 22588 Scenic Loop Rd
- Time zone
- CT (UTC-6)
- Office locations
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