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CARSON ADVISORY GROUP
CARSON ADVISORY, INC.
CRD 117410 · SEC 801-64883
470 HILL ST., ATHENS, GA, 30601, United States
Phone
706-543-6578
Fax
706-543-6579
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$864.9M
Discretionary AUM
$776.0M
Team
7 total employees; 7 advisory reps; 130 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 551 | $170.3M |
| High net worth individuals | 382 | $673.2M |
| Pension/profit sharing plans | 2 | $2.9M |
| Charitable organizations | 16 | $16.1M |
| Corporations/business entities | 6 | $2.4M |
States served
AL, AZ, CA, CO, GA, IL, LA, MD, MA, NY, NC, OH, OR, PA, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD