Carson Group Investing, LLC
● SEC registered since 2018CRD 291744SEC# 801-113561Omaha, NE
Reg. AUM
$2.05B
Employees
7
Accounts
15,122
Location
Omaha, NE
Carson Group Investing, LLC assets under management
Carson Group Investing, LLC is an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2018. It reports $2 billion in regulatory assets under management and employs 7 people.
Carson Group Investing, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carson Group Holdings, LLC Control | Direct Owner | Over 75% | 2017 |
| George Burton White Control | Chief Executive Officer | Under 5% | 2023 |
| John Thomas Boyle Control | Svp, Ria Operations | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Carson Group Investing, LLC manage?
Carson Group Investing, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Carson Group Investing, LLC have?
Carson Group Investing, LLC reports 7 employees.
Where is Carson Group Investing, LLC located?
Carson Group Investing, LLC is based in Omaha, NE and has been SEC-registered since 2018.
Does Carson Group Investing, LLC disclose fund performance?
Carson Group Investing, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14600 Branch St., Omaha, NE 68154 |
| Phone | 402-334-6270 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.05B▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$2.05Bregulatory AUM
Discretionary $2.05B