The CARSON GROUP INVESTING is a privately held investment adviser that advises $61.15Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CARSON GROUP INVESTING is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 165.92% over the last 5-years.
The Group has been registered with the SEC for 27.23 years and is comprised of 3 filing and 0 relying advisers. They operate out of 28 office locations with their Headquarters at 14600 BRANCH ST., OMAHA, NEBRASKA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,434 employees comprised of 486 investment and 948 non-investment staff. The total number of Employees increased by 63.7% over the last 5-years.
Their $61.15Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 516 other accounts. Assets of Individuals clients own $23.88Bn or 39.05% of Total Assets and High Net Worth Individuals own $21.98Bn or 35.95% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CARSON GROUP INVESTING names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.