Wealth Manager
    SEC Registered
    Manages Private Funds

    Carlson Investments

    Registered investment advisor · Concord, New Hampshire · CRD #105729

    Assets Under Management
    $736M
    Client Accounts
    893
    Employees
    14
    CRD Number
    105729
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Commerce Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Carlson Investments

    Carlson Investments is a fee-only advisory firm focused on protecting and growing clients' assets through transparent, commission-free services. They manage portfolios for individuals, businesses, and institutions, and offer discretionary investment management. Established for over 34 years, they emphasize personalized investment strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Carlson Investments

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    Frequently Asked Questions

    What is Carlson Investments's AUM?

    Carlson Investments reports approximately $736M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Carlson Investments headquartered?

    Carlson Investments is headquartered in Concord, New Hampshire.

    What is Carlson Investments's CRD number?

    Carlson Investments's CRD number is 105729. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Carlson Investments manage?

    Carlson Investments manages approximately 893 client accounts according to its latest SEC filing.

    Is Carlson Investments SEC registered?

    Yes, Carlson Investments is registered with the SEC as an investment adviser with an approved registration status.

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