Carmichael Capital Inc

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Assets, Funds, Holdings

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Carmichael Capital Inc
CRD #118468
SEC #801-129968
CIK #
AUM $141.9 M (2025-05-06)
Employees 4 (50% Investors, 0% Brokers)
Phone615-595-5825
Address339 Main Street
Franklin, TN 37064
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
15012090603002008201420202026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 53 9.5
(b) Individuals (high net worth individuals) 47 128.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 4.3
(n) Other 0 0.0
Total 258 141.9
By Discretionary
Discretionary 258 141.9
Non-Discretionary 0 0.0
Total 258 141.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 141.9
Total 258 141.9
Comparable Firms State AUM ($B)
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Cook Financial Designs Inc
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Roxbury Financial LLC
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CPWA LLC
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