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| Happy Holidays!! thanks for using AUM13F!! |
| Carson Advisory Inc
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| CRD # | 117410 |
| SEC # | 801-64883 |
| CIK # | 0001909304 |
| AUM | $771.7 M (2025-03-28) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 706-543-6578 |
| Address | 470 Hill St Athens, GA 30601 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 6.3 | ||
| International Business Machines Corp | 4.4 | ||
| Dominion Resources Inc /VA/ | 4.3 | ||
| Apple Inc | 4.0 | ||
| Microsoft Corp | 3.8 | ||
| Duke Energy Corp | 3.7 | ||
| Edison International | 3.4 | ||
| AES Corp | 3.1 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Bank of America Corp /DE/ | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 573 | 163.2 |
| (b) Individuals (high net worth individuals) | 398 | 588.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.3 |
| (h) Charitable organizations | 18 | 14.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,145 | 771.7 |
| By Discretionary | ||
| Discretionary | 1,958 | 681.2 |
| Non-Discretionary | 187 | 90.5 |
| Total | 2,145 | 771.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 770.7 | |
| Total | 2,145 | 771.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909304] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Westside Investment Management LLC
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CA | 0.8 |
|
Integrated Investment Consultants LLC
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MI | 0.8 |
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LP Investment Management LLC
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TX | 0.8 |
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ORG Partners LLC
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IN | 0.8 |
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Alteri Wealth LLC
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CA | 0.8 |
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Lanham Odell & Co Inc
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WV | 0.8 |
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Edge Wealth Management LLC
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NY | 0.8 |
|
Findec Wealth Services Inc
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CA | 0.8 |
|
FSA Wealth Partners Inc
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MD | 0.8 |
|
The High Net Worth Advisory Group LLC
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|
FL | 0.8 |