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CARSON ADVISORY, INC.

Doing business as CARSON ADVISORY GROUP. SEC Form ADV profile.

Total regulatory AUM
$864,880,656
Discretionary
$775,960,672
Non-discretionary
$88,919,984

Firm details

CRD number
117410
SEC file number
801-64883
Main office
ATHENS, GA, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.