RIA
    SEC Registered

    Carson Group Investing

    Registered investment advisor · Omaha, Nebraska · CRD #291744

    Assets Under Management
    $2B
    Client Accounts
    15,122
    Employees
    7
    CRD Number
    291744
    Registration
    SEC Registered
    Custodian
    Td Ameritrade, Inc., National Financial Services Llc

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

    About Carson Group Investing

    Carson Group is an Omaha-based investment advisor serving financial advisors and investors nationwide, focusing on client-first, planning-first financial advice. It offers flexible investment platforms and research services to enhance advisor capabilities. The firm is registered with the SEC and provides pension planning services.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Carson Group Investing

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    Frequently Asked Questions

    What is Carson Group Investing's AUM?

    Carson Group Investing reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Carson Group Investing headquartered?

    Carson Group Investing is headquartered in Omaha, Nebraska.

    What is Carson Group Investing's CRD number?

    Carson Group Investing's CRD number is 291744. 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 Carson Group Investing manage?

    Carson Group Investing manages approximately 15,122 client accounts according to its latest SEC filing.

    Is Carson Group Investing SEC registered?

    Yes, Carson Group Investing is registered with the SEC as an investment adviser with an approved registration status.

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