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| Carson Advisory Inc
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|---|---|
| CRD # | 117410 |
| SEC # | 801-64883 |
| CIK # | 0001909304 |
| AUM | 864.9 M (2026-04-24) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 706-543-6578 |
| Address | 470 Hill St Athens, GA 30601 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 10.0 | ||
| Southern Co | 6.9 | ||
| Edison International | 5.4 | ||
| Apple Inc | 4.8 | ||
| Dominion Resources Inc /VA/ | 4.6 | ||
| AES Corp | 4.2 | ||
| Duke Energy Corp | 4.0 | ||
| International Business Machines Corp | 3.6 | ||
| Microsoft Corp | 3.0 | ||
| Bank of America Corp /DE/ | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 551 | 170.3 |
| (b) Individuals (high net worth individuals) | 382 | 673.2 |
| (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 | 2 | 2.9 |
| (h) Charitable organizations | 16 | 16.1 |
| (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 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,213 | 864.9 |
| By Discretionary | ||
| Discretionary | 2,029 | 776.0 |
| Non-Discretionary | 184 | 88.9 |
| Total | 2,213 | 864.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 860.8 | |
| Total | 2,213 | 864.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909304] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 130 |
| Serves | Institutional, Retail |
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