Carson Advisory Group

RIASEC Registered

Total AUM

$865M

Discretionary

$776M

90% of AUM

Avg account

$391K

Accounts

2,213

Employees

Advisory reps

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

FINTRX

Overview

Carson Advisory Group is an independent, individually owned registered investment adviser that has been SEC-registered since 2006. The firm serves both individual & family clients and institutional investors and bills through a mix of AUM fees, hourly charges, and fixed fees. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Carson identifies as a capital allocator and directs client capital into third‑party managers alongside more traditional public funds. It does not position itself as an active ESG investor. The firm was named to Barron’s Top 100 RIA Firms in 2024.