Carlson Financial, Inc.
● SEC registered since 2025CRD 335831SEC# 801-134078Canby, OR
Reg. AUM
$318M
Employees
8
Accounts
1,884
Location
Canby, OR
Carlson Financial, Inc. assets under management
Carlson Financial, Inc. is a registered investment adviser overseen by the SEC based in Canby, OR. The firm has been registered since 2025. It reports $318 million in regulatory assets under management and employs 8 people.
Carlson Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Stevens Carlson Control | President/Cco | Over 75% | 2015 |
Frequently asked questions
How much does Carlson Financial, Inc. manage?
Carlson Financial, Inc. reports $318 million in regulatory assets under management on its Form ADV.
How many employees does Carlson Financial, Inc. have?
Carlson Financial, Inc. reports 8 employees.
Where is Carlson Financial, Inc. located?
Carlson Financial, Inc. is based in Canby, OR and has been SEC-registered since 2025.
Does Carlson Financial, Inc. disclose fund performance?
Carlson Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 266 Northwest 1st Ave, Canby, OR 97013 |
| Phone | 503-266-4848 |
| Fax | 503-266-4840 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318M▲ 6%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$318Mregulatory AUM
Discretionary $318M