CARRINGTON ADVISORS, LLC

Overview

Carrington Advisors, LLC is an independent registered investment advisor that focuses on individualized financial planning and portfolio management for individuals, families and small-business clients, while also serving institutional accounts. The firm uses a fee model that blends percentage-of-AUM billing with fixed fees and acts as a capital allocator—typically constructing client portfolios from third-party pooled vehicles and selecting outside managers when appropriate. Advisory services include comprehensive financial planning, discretionary portfolio management and the selection and oversight of other advisers, which points to a hybrid approach combining in-house strategy with external manager relationships. Investment posture favors liquid, public-market instruments as core building blocks, with allocations implemented primarily through mutual funds and other pooled public funds. The firm is not an active ESG investor. Its model appears oriented toward scalable, diversified portfolios that lean on collective investment vehicles rather than concentrated single-stock exposure, while reserving the ability to incorporate specialty exposures through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices