| Name | Title | Ownership | Since |
|---|---|---|---|
| Carson Group Holdings, LLC Control | Direct Owner | Over 75% | 2017 |
| George Burton White Control | Chief Executive Officer | Under 5% | 2023 |
| James Clements Control | Chief Compliance Officer | Under 5% | 2020 |
Carson Group Investing, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Carson Group Investing, LLC reports 7 employees.
Carson Group Investing, LLC is based in Omaha, NE and has been SEC-registered since 2018.
Carson Group Investing, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14600 Branch St., Omaha, NE 68154 |
| Phone | 402-334-6270 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.78B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.78B |