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CARSON ADVISORY GROUP
ATHENS, GA
706-543-6578
SEC #801-64883Total AUM
$864.9M
Employees
7Clients
957Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
470 HILL ST.
ATHENS
GA 30601
United States
ATHENS
GA 30601
United States
Operating Hours
8:30-4:30
Monday - Friday
Monday - Friday
Phone
706-543-6578
Financials
Total AUM
$864.9M
Accounts
2,213Discretionary
$776M
Accounts
2,029Non-Discretionary
$88.9M
Accounts
184
Clients
Individual Clients
551AUM
$170.3M
HNW Individual Clients
382AUM
$673.2M
Pension/Profit Sharing Plan Clients
2AUM
$2.9M
Charitable Organization Clients
16AUM
$16.1M
Corporation or Business Clients
6AUM
$2.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTFLGAILLAMAMDNCNHNYOHORPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.