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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Carroll Group Inc
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|---|---|
| CRD # | 146977 |
| SEC # | 801-132891 |
| CIK # | |
| AUM | $133.7 M (2025-07-10) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 404-285-5811 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 133.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 133.7 |
| By Discretionary | ||
| Discretionary | 8 | 133.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 133.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.7 | |
| Total | 8 | 133.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sonas Financial Group Inc
✚
|
MO | 0.1 |
|
Planwiser Financial LLC
✚
|
CO | 0.1 |
|
Garrison Bradford & Associates Inc
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NY | 0.1 |
|
Breton Financial Inc
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|
NJ | 0.1 |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 0.1 |
|
TUVE Investment Management Inc
✚
|
IA | 0.1 |
|
Betro Mileszko & Company LLC
✚
|
MA | 0.1 |
|
Applied Capital LLC
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|
0.1 | |
|
LTG Capital LLC
✚
|
0.1 | |
|
United Value Capital LLC
✚
|
0.1 |