CARRERA CAPITAL ADVISORS
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
FINTRXOverview
Carrera Capital Advisors is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company owned by domestic entities and individuals. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee schedule includes asset-based fees, hourly charges, and fixed-fee engagements. Carrera identifies itself as not actively integrating ESG in its investment process and is not a multi-state adviser or pension consultant. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds64%
- Exchange Traded Equities15%
- US Government Bonds13%
- Cash & Cash Equivalents5%
- Private Funds3%
Owners & executives
3 of 3Keith Nichol
President and CEOCRD 6314789
Bryan Franco
Chief Investment OfficerCRD 5762618
MUSA ABDUL-BASSER
Chief Legal OfficerCRD 7068664
Contacts
3 of 7MARTIN SCHMIDT
PartnerCRD 1364571
Jacob Raska
Managing PartnerCRD 6698876
STEVEN LANE
Private Wealth AdvisorCRD 4407175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 901 Wilshire Dr
- Time zone
- ET (UTC-5)
- Office locations
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