Carson Group Investing LLC

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Assets, Funds, Holdings

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Carson Group Investing LLC
CRD #291744
SEC #801-113561
CIK #0001879648
AUM $1.8 B (2025-03-12)
Employees 7 (100% Investors, 14% Brokers)
Phone402-334-6270
Address14600 Branch St
Omaha, NE 68154
Source [IAPD] [EDGAR]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
Nvidia Corp 0.0
Microsoft Corp 0.0
Amazon Com Inc 0.0
 
 
 
 
 
 
 
Holdings by Sector ($B)
151296302012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1.8
(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 14,187 1.8
By Discretionary
Discretionary 14,187 1.8
Non-Discretionary 0 0.0
Total 14,187 1.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.8
Total 14,187 1.8
EDGAR Form CIK 2011 - 2025
13F-NT [0001879648]
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