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| Happy Holidays!! thanks for using AUM13F!! |
| Carlin Wealth Management Group LLC
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|---|---|
| CRD # | 325306 |
| SEC # | 801-127464 |
| CIK # | |
| AUM | $195.8 M (2025-02-04) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 737-414-6565 |
| Address | 4006 North Lamar Boulevard Austin, TX 78756 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 40.7 |
| (b) Individuals (high net worth individuals) | 60 | 154.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,009 | 195.8 |
| By Discretionary | ||
| Discretionary | 1,009 | 195.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,009 | 195.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 194.9 | |
| Total | 1,009 | 195.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LIG Capital Management LLC
✚
|
OK | 0.2 |
|
Hall Retirement Planning Services LLC
✚
|
TN | 0.2 |
|
Northland Capital Management LLC
✚
|
MN | 0.2 |
|
Patrick Mauro Investment Advisor Inc
✚
|
0.2 | |
|
Bull Oak Capital LLC
✚
|
CA | 0.2 |
|
Higley James W
✚
|
0.2 | |
|
Hedges Asset Management LLC
✚
|
0.2 | |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |
|
Para Wealth Advisors Inc
✚
|
WA | 0.2 |
|
Disciplined Portfolio Solutions LLC
✚
|
0.2 |