Carson Advisory, Inc.
● SEC registered since 2006CRD 117410SEC# 801-64883Athens, GA
Reg. AUM
$864.9M
Employees
7
Accounts
2,213
Location
Athens, GA
Carson Advisory, Inc. assets under management
Carson Advisory, Inc. operates as an SEC-registered investment adviser based in Athens, GA. The firm has been registered since 2006. It reports $864.9 million in regulatory assets under management and employs 7 people.
Carson Advisory, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick Wilson Control | Secretary | 5-10% | 2022 |
| Lindsey Adams Seagraves | Chief Compliance Officer | Under 5% | 2020 |
| Richard John Chester Control | Vice President | 10-25% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Carson Advisory, Inc. manage?
Carson Advisory, Inc. reports $864.9 million in regulatory assets under management on its Form ADV.
How many employees does Carson Advisory, Inc. have?
Carson Advisory, Inc. reports 7 employees.
Where is Carson Advisory, Inc. located?
Carson Advisory, Inc. is based in Athens, GA and has been SEC-registered since 2006.
Does Carson Advisory, Inc. disclose fund performance?
Carson Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 470 Hill St., Athens, GA 30601 |
| Phone | 706-543-6578 |
| Fax | 706-543-6579 |
| Office hours | 8:30-4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1909304 |
| Discloses disciplinary history | No |
Regulatory AUM
$864.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$864.9Mregulatory AUM
Discretionary $776MNon-discretionary $88.9M