Carson Advisory, Inc. (Athens)
Carson Advisory, Inc. Is a Large Advisory Firm Based in Athens. It Manages $447.25 Million of Regulatory Assets for 1,681 Client Accounts. It Has Been...
Carson Advisory, Inc. is a large advisory firm based in Athens. It manages $447.25 million of regulatory assets for 1,681 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, California, Florida, and 11 other states.
Carson Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
Carson Advisory: assets under management
The assets under management (AUM) of Carson Advisory, Inc. is $447.25 million. The firm's AUM has grown by 24% since the beginning of its operation, and $2.43 million of the total AUM is attributable to clients outside of the United States.
The firm manages $341.2 million in discretionary accounts and $106.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $271.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250.71 thousand.
Investments
The firm invests in investment and business development companies the most. They account for 60% of the total AUM. The second-largest asset type is exchange traded securities, which make up 26% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.
James Sterling reports on renewable energy developments, climate policy, ecological conservation, and green tech innovations around the globe.
