Carson Capital

Overview

Carson Capital is an independent, owner-operated registered investment adviser structured as a limited liability company that serves individual and family clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm charges fees through a mix of percentage-of-AUM billing, hourly rates, and fixed fees. According to the available profile, Carson Capital is not positioned as an ESG-focused manager, does not serve as a capital allocator, and is not identified as a multi-state or pension consulting adviser. An industry affiliation with an accountant is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices