TEXARKANA, TXCRD 334565Latest ADV February 18, 2026
Carroll Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Texarkana, TX. Its latest Form ADV filing, dated February 18, 2026, reports $341M in regulatory assets under management, 7 employees, and 712 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.0% of total clients.
Top client categories% of clientsClients
1
Individuals
44.0%
110
2
HNWI
36.8%
92
3
Insurance Cos.
16.8%
42
4
Pension Plans
2.0%
5
5
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$341Mas of February 18, 2026
Discretionary97.6%
$333M
98% of total RAUM97.6%
Non-discretionary2.4%
$8M
2% of total RAUM2.4%
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.
Total AUM$341M
Total Accounts712
10Y AUM Change+$341M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
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.