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⚲
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| Carson Group Investing LLC
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|
|
|---|---|
| CRD # | 291744 |
| SEC # | 801-113561 |
| CIK # | 0001879648 |
| AUM | $2.3 BB (2023-03-31) |
| Employees | 7 (100% Investors, 14% Brokers) |
| Phone | 402-334-6270 |
| Address | 14600 Branch St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 2.3 |
| (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 | 12,155 | 2.3 |
| By Discretionary | ||
| Discretionary | 12,155 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,155 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 12,155 | 2.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001879648] |
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|---|---|---|
|
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✚
|
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|
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|
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IL | 2.3 |
|
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|
OH | 2.3 |
|
The Burney Company
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VA | 2.3 |
|
Applied Finance Capital Management LLC
✚
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PR | 2.2 |
|
Moors & Cabot Inc
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|
MA | 2.2 |