Carson Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Athens, GA. Its latest Form ADV filing, dated April 24, 2026, reports $865M in regulatory assets under management, 7 employees, and 2,213 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
551
2
HNWI
39.9%
382
3
Charitable
1.7%
16
4
Corporations
0.6%
6
5
Pension Plans
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$865Mas of April 24, 2026
Discretionary89.7%
$776M
90% of total RAUM89.7%
Non-discretionary10.3%
$89M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$865M
Total Accounts2,213
10Y AUM Change+$464M (+115.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee137:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.