Carroll Advisory Group

RIASEC Registered

Total AUM

$341M

Discretionary

$333M

98% of AUM

Avg account

$479K

Accounts

712

Employees

7

Advisory reps

4

Firm details

Headquarters: Texarkana, Texas
CRD number: 334565
Registered since: March 13, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.49%
Individuals14.8%
Insurance Companies2.22%
Charitable Organizations1.24%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Carroll Advisory Group LLC is an independent registered investment adviser that registered with the SEC in 2025. The firm operates under an individual ownership structure and serves both individual/family clients and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also offers fixed-fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds74%
Exchange Traded Equities14%
Other9%
Cash & Cash Equivalents2%

Contacts

3 of 4

Jeremy Reed
Financial AdvisorCRD 6628677
Devin Carroll
Owner, Investment Advisor RepresentativeCRD 4590788
Nicholaus Domachowski
Financial AdvisorCRD 6608400

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 73

Active vs passive

$345M in ETFs

Passive

94%

$323M

Active

<1%

$21.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD S&P 500 ETF (VOO)	Vanguard	Passive	Large Blend	$28.9M	41,242	8.39%

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Primary office

Texarkana, TX

Bowie

Location

Texarkana, TX

Headquartered in Texarkana, TX, in the South of the United States.

Region: South
County: Bowie
Address: 4203 Richmond Pl
Time zone: CT (UTC-6)
Office locations

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