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| Keyboard |
| Carry Advisors LLC
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|---|---|
| CRD # | 323620 |
| SEC # | 801-126799 |
| CIK # | |
| AUM | 180.9 M (2026-06-17) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 201-472-0612 |
| Address | 10 Grand Street Brooklyn, NY 11249 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,604 | 54.9 |
| (b) Individuals (high net worth individuals) | 1,771 | 126.0 |
| (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 | 8,933 | 180.9 |
| By Discretionary | ||
| Discretionary | 1,482 | 37.6 |
| Non-Discretionary | 7,451 | 143.3 |
| Total | 8,933 | 180.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.9 | |
| Total | 8,933 | 180.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Enduring Wealth Management LLC
✚
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ID | 181.4 M |
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Balanced Financial Planning Inc
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KS | 181.3 M |
|
Rutherford Asset Planning Inc
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FL | 181.3 M |
|
Private Client Asset Management Inc
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|
Wax Asset Management LLC
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181.2 M | |
|
Chronos Capital Advisors LLC
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FL | 181.1 M |
|
Saperston Legacy Advisors Inc
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NY | 180.8 M |
|
Integrity Capital Management LLC
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TN | 180.5 M |
|
Cyr Financial Inc
✚
|
IL | 180.5 M |
|
Roxbury Financial LLC
✚
|
NJ | 180.5 M |