Carroll Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$227,632,425
This total excludes 25 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
274
41% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
91
Average account size
$830,775
Client services
Financial planning
Portfolio management
Fee options
Project-based financial planning fees range from $1,500 to $5,000
Up to 1% annually
Minimum fee: Annual flat fee of $10,610, adjusted annually by 3% (used as a cap instead of % of AUM) Fee-only: Fixed fees for financial planning ranging from $1,500 to $5,000, paid in full in advance
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Carroll Advisory Group
4203 Richmond Place
Texarkana TX 75503, United States
Number of offices
1
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