Carson Advisory Group
Firm details
- Headquarters
- Athens, Georgia
- CRD number
- 117410
- Registered since
- January 3, 2006
- Website
- www.raymondjames.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.84%
- Individuals19.69%
- Charitable Organizations1.86%
- Pension & Profit Sharing Plans0.33%
- Corporations / Businesses0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Carson Advisory Group is an independent, privately owned registered investment adviser that has operated since 2006. The firm positions itself as a capital allocator for both individual and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third-party advisers. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Carson Advisory Group was named to Barron’s Top 100 RIA Firms in 2024, indicating external recognition of its place within the RIA channel.
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 Funds76%
- Exchange Traded Equities22%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1
Lindsey Seagraves
Chief Compliance OfficerCRD 5666863
Contacts
3 of 6
Kevin Wilson
Financial AdvisorCRD 5744810
Cesar Garcia Ortiz
Registered RepresentativeCRD 7820790
Richard Chester
Financial AdvisorCRD 2664105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$111M in ETFs
21%
$23.3M
55%
$87.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO) | Capital Group | Active | Global Large Stock Growth | $10.3M | 242,812 | 9.25% |
Location
Athens, GA
Clarke
Location
Athens, GA
Headquartered in Athens, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Clarke
- Address
- 470 Hill St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Elwood & Goetz
RIAAthens, GA
Family Wms, LLC
RIAAthens, GA
Cannon Financial Strategists, Inc.
RIAAthens, GA
Elevate Wealth Advisory, Inc.
RIAAthens, GA
Lanier Financial Group LLC
RIAAthens, GA
Fully Financial
RIAAthens, GA