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| Keyboard |
| Carroll Advisory Group LLC
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|---|---|
| CRD # | 334565 |
| SEC # | 801-132029 |
| CIK # | 0002108684 |
| AUM | 341.1 M (2026-02-18) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 903-793-4014 |
| Address | 4203 Richmond Place Texarkana, TX 75503 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.3 | ||
| Procter & Gamble Co | 8.2 | ||
| International Business Machines Corp | 3.3 | ||
| Tesla Motors Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 50.5 |
| (b) Individuals (high net worth individuals) | 92 | 277.9 |
| (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 | 5 | 0.9 |
| (h) Charitable organizations | 1 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 42 | 7.6 |
| (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 | 712 | 341.1 |
| By Discretionary | ||
| Discretionary | 669 | 332.9 |
| Non-Discretionary | 43 | 8.1 |
| Total | 712 | 341.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.1 | |
| Total | 712 | 341.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108684] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 29 |
| Serves | Retail |
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