Carnahan Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,500,000
Total clients
6
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,250,000
About
Carnahan Capital Management, LLC is a small, independent registered investment adviser that provides discretionary asset management to a limited set of clients, including individuals, high-net-worth individuals, trusts, foundations, and business entities. The firm documents client goals in investment policy statements or client profile forms and manages portfolios on an ongoing basis with authority to execute transactions on clients’ behalf.
The firm’s investment approach emphasizes bottom-up stock selection using fundamental and qualitative analysis, with a preference for longer-term holdings alongside periodic rebalancing and risk monitoring. Accounts are reviewed at least quarterly, with more frequent reviews when market conditions warrant, and clients may impose written restrictions on investments.
Distinctive features include its recent establishment as a sole-practitioner practice overseeing roughly $7.5 million in client assets across six accounts, which leads to direct advisor involvement in portfolio management. The principal’s background in accounting and institutional treasury, the firm’s policy not to vote proxies on clients’ behalf, and the availability of a multi-year client relationship fee concession (as disclosed in the brochure) are additional characteristics that set it apart from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.50% annually, negotiable with a 0.50% reduction after 5 years
Main office location
Carnahan Capital Management, LLC
Midlothian VA, United States
Number of offices
1
Most active in
Carnahan Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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