| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick Wilson Control | Secretary | 5-10% | 2022 |
| Lindsey Adams Seagraves | Chief Compliance Officer | Under 5% | 2020 |
| Richard John Chester Control | Vice President | 10-25% | 2022 |
Carson Advisory, Inc. reports $771.7 million in regulatory assets under management on its Form ADV.
Carson Advisory, Inc. reports 8 employees.
Carson Advisory, Inc. is based in Athens, GA and has been SEC-registered since 2006.
Carson Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 470 Hill St., Athens, GA 30601 |
| Phone | 706-543-6578 |
| Fax | 706-543-6579 |
| Office hours | 8:30-4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1909304 |
| Discloses disciplinary history | No |
| Discretionary | $681.2M |
| Non-discretionary | $90.5M |
| Total (RAUM) | $771.7M |