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| Carson Advisory Inc
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|---|---|
| CRD # | 117410 |
| SEC # | 801-64883 |
| CIK # | 0001909304 |
| AUM | $600.2 MM (2023-03-29) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 706-543-6578 |
| Address | 470 Hill St Athens, GA 30601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SO | 75,035.5 | 5.0 | |
| EIX | 23,783.1 | 4.0 | |
| AAPL | 2,382,844.0 | 3.5 | |
| D | 63,709.1 | 2.8 | |
| MSFT | 1,918,222.4 | 2.8 | |
| T | 147,547.0 | 2.7 | |
| HD | 277,648.0 | 2.1 | |
| DUK | 81,378.5 | 1.9 | |
| IBM | 127,593.9 | 1.8 | |
| JNJ | 465,600.2 | 1.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 159.0 |
| (b) Individuals (high net worth individuals) | 321 | 423.2 |
| (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 | 3 | 3.6 |
| (h) Charitable organizations | 15 | 11.2 |
| (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 | 6 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,997 | 600.2 |
| By Discretionary | ||
| Discretionary | 1,781 | 522.1 |
| Non-Discretionary | 216 | 78.1 |
| Total | 1,997 | 600.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 599.7 | |
| Total | 1,997 | 600.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001909304] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Havenshare Financial LLC
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|
TX | 0.6 |
|
Kearns & Associates LLC
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CA | 0.6 |
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Capital Insight Partners LLC
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AZ | 0.6 |
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Amerant Investments Inc
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FL | 0.6 |
|
The Clarus Group Inc
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TX | 0.6 |
|
Retirement Funding Advisors Inc
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MI | 0.6 |
|
Sovereign Financial Group Inc
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CT | 0.6 |
|
Retireright LLC
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|
IA | 0.6 |
|
Corvus Wealth Advisors LLC
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|
CA | 0.6 |
|
Strategas Asset Management LLC
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|
NY | 0.6 |