Carrington Advisors, LLC

RIASEC Registered
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$218K
Accounts
495
Employees
7
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
311522
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.82%
  • Individuals25.23%
  • Corporations / Businesses0.58%
  • Charitable Organizations0.36%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Carrington Advisors, LLC is an independent, limited liability RIA that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and it bills clients via a combination of AUM-based fees and fixed fees. Carrington identifies itself as a capital allocator, indicating it places client capital with third-party managers in addition to managing portfolios directly. The firm's snapshot flags it as not an active ESG investor and not a multi-state adviser, even though its office footprint spans multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Public Funds/Mutual Funds 92%, Cash & Cash Equivalents 6%, Exchange Traded Equities 2%92%
  • Public Funds/Mutual Funds92%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities2%

Contacts

3 of 4
  • David Schubert

    David Schubert

    Senior AdvisorCRD 7182167

  • Tyler Talman

    Tyler Talman

    FounderCRD 5535923

  • Cinthya Miceli

    Cinthya Miceli

    Family OfficerCRD 5877308

Unlock 1 more contacts

Wealth teams

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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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
15770 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth