|
⚲
|
| Carswell Investments LLC
✚
|
|
|---|---|
| CRD # | 158205 |
| SEC # | 801-72455 |
| CIK # | |
| AUM | $322.5 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-510-6693 |
| Address | 6320 Fly Road, Suite 205 East Syracuse, NY 13057 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 69.3 |
| (b) Individuals (high net worth individuals) | 38 | 222.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 27.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 322.5 |
| By Discretionary | ||
| Discretionary | 587 | 322.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 322.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.5 | |
| Total | 587 | 322.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
|
Brown Financial Advisors LLC
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|
OH | 0.3 |
|
Next Level Wealth Planning LLC
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|
ID | 0.3 |
|
RBS Wealth Management LLC
✚
|
MI | 0.3 |
|
Kapstone Financial Advisors LLC
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|
OH | 0.3 |
|
Livet Wealth LLC
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|
UT | 0.3 |
|
REIK & Co LLC
✚
|
0.3 | |
|
Nicholson Wealth Management Group LLC
✚
|
SC | 0.3 |
|
Shum Financial Group Inc
✚
|
CA | 0.3 |
|
BB Graham & Company Inc
✚
|
CA | 0.3 |