Key facts
- CARSON ADVISORY GROUP is a other based in ATHENS, GA.
- CARSON ADVISORY GROUP reports $4.1M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 117410- Regulatory AUM
- $4.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- ATHENS, GA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CARSON ADVISORY, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CARSON ADVISORY GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CARSON ADVISORY GROUP's AUM?
- CARSON ADVISORY GROUP manages approximately $4.1M in assets.