Carver Edison Capital, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
315151
Registered since
November 21, 2022

Firm profile

FINTRX

Overview

Carver Edison Capital, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered investment adviser (registration year 2022). The firm’s snapshot classifies it as "unclassified" and lists ownership as a domestic entity and individual. The available profile does not include descriptions of the firm’s advisory offerings, fee schedule, or specific business activities. Regulatory flags in the snapshot show that Carver Edison Capital, LLC is not designated as a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. The report also marks the firm as not a multi-state adviser, though office-location data (below) indicates a presence in multiple states.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Hilary Bergman

    Hilary Bergman

    Chief Executive OfficerCRD 1834738

  • Aaron Shapiro

    Aaron Shapiro

    Founder and CEOCRD 6886115

Contacts

1 of 1
  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
111 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth