CARSON GROUP INVESTING
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 291744
- Registered since
- July 9, 2018
- Website
- www.carsongroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carson Group Investing is a limited liability company that registered with the SEC in 2018 and operates on a percentage-of-AUM fee model. Its advisory remit covers portfolio management for individuals and small businesses as well as for business or institutional clients. The firm identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including a broker-dealer, other investment adviser entities, and an insurance company. Carson Group Investing has been listed among Barron’s Top 100 RIA firms in 2021, 2022, 2023, and 2025.
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
- Exchange Traded Equities85%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5OMANI CARSON
Founder and CEOCRD 1238219
Kristin Streff
Chief Compliance OfficerCRD 8253891
MARK APPLEGARTH
Chief Financial OfficerCRD 5243868
Contacts
3 of 6Blake Anderson
Investment Advisor RepresentativeCRD 6745092
Michael Lawrence
Portfolio ManagerCRD 7334191
JOHN BOYLE
Registered RepresentativeCRD 1242536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 14600 Branch St
- Time zone
- CT (UTC-6)
- Office locations
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