Carson Group Investing
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Overview
Carson Group Investing is an advisory firm based in Omaha, Nebraska. The company has $2.3 billion in total assets across 12,155 accounts, placing it among the biggest firms in the country by assets under management (AUM). It has a small group, including 7 financial advisors. Carson Group Investing does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Carson Group Investing manages all of the company's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell choices without needing to seek client approval. Carson Group Investing manages an average of $186,052 for each account. An average advisor at Carson Group Investing manages around 1,736 client accounts.
Carson Group Investing's headquarters is at 14600 Branch St., Omaha, Nebraska 68154. The firm is allowed to serve clients throughout a few states, including Illinois, Nebraska, New York and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Carson Group Investing by the Numbers
$2.3 billion
7
12,155
$186.1 thousand
Fee Structure
Financial advisory fees depend on which service is provided. Fees billed by the firm typically consist of the following fee structure: asset-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Carson Group Investing does not have any disclosures.
Please visit its Form ADV for more details.
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