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| Happy Holidays!! thanks for using AUM13F!! |
| Carswell Investments LLC
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| CRD # | 158205 |
| SEC # | 801-72455 |
| CIK # | |
| AUM | $284.6 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-510-6693 |
| Address | 6320 Fly Road, Suite 205 East Syracuse, NY 13057 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 52.4 |
| (b) Individuals (high net worth individuals) | 37 | 197.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 28.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 284.6 |
| By Discretionary | ||
| Discretionary | 549 | 284.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 284.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.6 | |
| Total | 549 | 284.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
Hewell Financial Group Inc
✚
|
0.3 | |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.3 |
|
Bernzott Capital Advisors
✚
|
CA | 0.3 |
|
Aragon Capital LLC
✚
|
FL | 0.3 |
|
Core Financial Partners Inc
✚
|
CA | 0.3 |
|
American Wealth Management Inc
✚
|
GA | 0.3 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.3 |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |