Carrera Capital Advisors

RIASEC RegisteredEst. 2024

Total AUM

$969M

Discretionary

$969M

100% of AUM

Avg account

$495K

Accounts

1,957

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 330834
Registered since: May 13, 2024
Website: www.carrera-advisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.32%
Individuals20.71%
Investment Companies12.46%
Pension & Profit Sharing Plans4.22%
Corporations / Businesses2.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Carrera Capital Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual/family clients and institutional or business clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fees are a mix of asset-based charges, hourly billing, and fixed fees. Carrera does not identify as an ESG-focused investor, is not structured as a multi-state adviser, and does not act as a pension consultant or a capital allocator. The firm lists an affiliation with an insurance company.