|
⚲
|
| Keyboard |
| Carlson & Company Financial Services LLC
✚
|
|
|---|---|
| CRD # | 295907 |
| SEC # | 801-113595 |
| CIK # | |
| AUM | 632.2 M (2026-03-31) |
| Employees | 29 (34% Investors, 0% Brokers) |
| Phone | 844-227-5766 |
| Address | 1201 SW Oakley Avenue Topeka, KS 66604 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 924 | 366.7 |
| (b) Individuals (high net worth individuals) | 173 | 265.5 |
| (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 | 0.0 |
| (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 | 1,097 | 632.2 |
| By Discretionary | ||
| Discretionary | 1,097 | 632.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,097 | 632.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 632.2 | |
| Total | 1,097 | 632.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
West Advisors Incorporated
✚
|
636.7 M | |
|
FIRE Capital Management LLC
✚
|
635.5 M | |
|
Northwest Financial Services Inc
✚
|
IN | 634.9 M |
|
Vision Retirement LLC
✚
|
NJ | 633.7 M |
|
Vickerman Investment Advisors Inc
✚
|
WA | 632.3 M |
|
Fortem Financial Group LLC
✚
|
CA | 631.9 M |
|
Neumann Capital Management LLC
✚
|
CA | 630.3 M |
|
Searle & Co
✚
|
CT | 629.9 M |
|
Dagco Inc
✚
|
OH | 628.7 M |
|
Meridian Financial Partners LLC
✚
|
VA | 627.6 M |