Carson Group Brokerage, LLC

Overview

Carson Group Brokerage, LLC is organized as a limited liability company and is classified as an independent broker-dealer. The entity is recorded as SEC-registered in 2019 and is owned by a mix of a domestic entity and an individual. The snapshot data explicitly flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it also is not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The provided records do not include descriptions of the firm’s business activities, advisory services, client segments, or fee schedules. Because those fields are blank in the source, there is limited visibility into the firm’s day-to-day services, distribution focus, or whether it supports advisor practices, custodial relationships, or other broker-dealer functions.

Assets & Accounts

Location & Offices