Carroll Investors, Inc.

Overview

Carroll Investors, Inc. is an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered (registration year 2020) and charges fees based on a percentage of assets under management. Its core client base is individuals and families; the firm does not describe itself as an active ESG investor, a multi-state adviser, or a pension consultant. Carroll Investors is not organized as a capital allocator, and instead uses third-party managers when it implements alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives