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| Keyboard |
| Carlin Wealth Management Group LLC
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|
|---|---|
| CRD # | 325306 |
| SEC # | 801-127464 |
| CIK # | |
| AUM | 240.9 M (2026-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 737-414-6565 |
| Address | 1701 Simond Avenue Austin, TX 78723 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 48.4 |
| (b) Individuals (high net worth individuals) | 72 | 192.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,076 | 240.9 |
| By Discretionary | ||
| Discretionary | 1,016 | 229.4 |
| Non-Discretionary | 60 | 11.5 |
| Total | 1,076 | 240.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 238.6 | |
| Total | 1,076 | 240.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robbins Financial Advisory Service Inc
✚
|
PA | 241.7 M |
|
True Measure Wealth Management
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|
NE | 241.5 M |
|
Prism Planning Partners LLC
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IL | 241.5 M |
|
VVR Holdings LLC
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|
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|
The Kieckhefer Group LLC
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|
WI | 240.8 M |
|
Burrus Financial Services Inc
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|
UT | 240.7 M |
|
Christine Messmer PC
✚
|
PA | 240.6 M |
|
Kane Investment Management Inc
✚
|
CA | 240.5 M |
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 240.5 M |
|
Storehouse Financial LLC
✚
|
TX | 240.4 M |