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Carroll Advisory Group, LLC

● SEC registered since 2025CRD 334565SEC# 801-132029Texarkana, TX
Export (members)
Reg. AUM
$227.6M
Employees
5
Accounts
600
Location
Texarkana, TX

Carroll Advisory Group, LLC assets under management

Carroll Advisory Group, LLC is an investment advisory firm registered with the SEC based in Texarkana, TX. The firm has been registered since 2025. It reports $227.6 million in regulatory assets under management and employs 5 people.
www.carrolladvisory.comView on SEC.gov ↗

Carroll Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Devin Anthony Carroll ControlChief Compliance Officer, PrincipalOver 75%2025

Frequently asked questions

How much does Carroll Advisory Group, LLC manage?

Carroll Advisory Group, LLC reports $227.6 million in regulatory assets under management on its Form ADV.

How many employees does Carroll Advisory Group, LLC have?

Carroll Advisory Group, LLC reports 5 employees.

Where is Carroll Advisory Group, LLC located?

Carroll Advisory Group, LLC is based in Texarkana, TX and has been SEC-registered since 2025.

Does Carroll Advisory Group, LLC disclose fund performance?

Carroll Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4203 Richmond Place, Texarkana, TX 75503
Phone903-793-4014
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.9M
Non-discretionary$6.8M
Total (RAUM)$227.6M