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CARRERA CAPITAL ADVISORS
CARRERA CAPITAL ADVISORS, LLC
CRD 330834 · SEC 801-130197
901 WILSHIRE DRIVE, SUITE 565, TROY, MI, 48084-5611, United States
Phone
248-362-5009
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$968.7M
Discretionary AUM
$968.7M
Team
13 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 718 | $200.6M |
| High net worth individuals | 239 | $584.3M |
| Investment companies | 1 | $120.7M |
| Pension/profit sharing plans | 23 | $40.8M |
| Charitable organizations | 1 | $304K |
| Corporations/business entities | 16 | $21.9M |
States served
AZ, CA, CO, GA, IL, MD, MI, MN, NY, NC, OH, OK, OR, TN, UT, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD