Carroll Advisory Group, LLC
● SEC registered since 2025CRD 334565SEC# 801-132029Texarkana, TX
Reg. AUM
$341.1M
Employees
7
Accounts
712
Location
Texarkana, TX
Carroll Advisory Group, LLC assets under management
Carroll Advisory Group, LLC is an investment advisory firm registered with the SEC based in Texarkana, TX. The firm has been registered since 2025. It reports $341.1 million in regulatory assets under management and employs 7 people.
Carroll Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Devin Anthony Carroll Control | Chief Compliance Officer, Principal | Over 75% | 2025 |
Frequently asked questions
How much does Carroll Advisory Group, LLC manage?
Carroll Advisory Group, LLC reports $341.1 million in regulatory assets under management on its Form ADV.
How many employees does Carroll Advisory Group, LLC have?
Carroll Advisory Group, LLC reports 7 employees.
Where is Carroll Advisory Group, LLC located?
Carroll Advisory Group, LLC is based in Texarkana, TX and has been SEC-registered since 2025.
Does Carroll Advisory Group, LLC disclose fund performance?
Carroll Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4203 Richmond Place, Texarkana, TX 75503 |
| Phone | 903-793-4014 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$341.1M▲ 50%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$341.1Mregulatory AUM
Discretionary $332.9MNon-discretionary $8.1M