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Carrington Advisors, LLC

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Client assets under management

$106,641,125

Clients

117

24% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$911,463

About

Carrington Advisors, LLC is a fee-based advisory firm that manages approximately $108 million across about 117 client accounts and serves individuals (including high-net-worth clients), trusts, estates, retirement plans and other entities. The firm offers discretionary portfolio management, selection of third‑party managers through a manager platform, and financial planning services produced with a contracted Certified Financial Planner.

Carrington generally requires discretionary authority and constructs portfolios using customized allocations, model portfolios, and third‑party manager strategies; it monitors and rebalances accounts on an ongoing basis. The firm relies on an outsourced CIO to develop asset allocation plans, conduct manager due diligence, and implement manager and platform strategies, and it includes manager fees within its overall advisory fee arrangement — a practice that the firm discloses can create incentives when selecting managers.

Noteworthy distinctions include an affiliated family‑office business that provides separate services to high‑net‑worth clients and a disclosed consulting relationship between that affiliate and an external digital‑asset ecosystem, which the firm says it does not sell or receive compensation from and which it manages through disclosure and operational separation. The firm also discloses an outsourced‑CIO relationship owned by a relative of the firm’s principal and the fact that advisory fees are directly debited (the firm arranges annual independent custody examinations), all of which are presented as operational or conflict‑management features that may be less common among similar-sized teams.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial Planning fees range from $1,000 to $5,000, payable in advance

Percentage

Up to 1.95% annually (maximum rate)

Other

Account minimum: $50,000

Main office location

Carrington Advisors, LLC

15770 N. Dallas Parkway, Suite 550

Dallas TX 75248, United States

Number of offices

3

Most active in

California · Georgia · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David S

CFP®, Series 63, Series 66

Dallas, TX

Carrington Advisors, LLC

David Schubert is a CFP®-designated financial advisor with five years of industry experience. He is currently with Carrington Advisors, LLC, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Fidelity Investments, and New York Life. Carrington Advisors is a small, team-based registered investment adviser offering discretionary portfolio management, third-party manager selection, and financial planning to individuals, trusts, pension plans, and other entities. The firm employs an outsourced CIO for asset allocation and manager due diligence, using a combination of fundamental and technical analysis across various securities and strategies.

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Kenneth D

Series 63, Series 65

San Diego, CA

Carrington Advisors, LLC

Kenneth Davey is a financial advisor with Carrington Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked previously at Regal Investment Advisors LLC for eight years before joining Carrington Advisors in 2021. Outside of his advisory role, he manages a financial and insurance services firm that provides business consulting and manages professional athletes. Carrington Advisors is a small, team-based registered investment adviser serving individuals, trusts, pension plans, and other entities. The firm offers discretionary portfolio management using model portfolios and third-party managers, supported by an outsourced CIO who handles asset allocation and manager due diligence.

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Tyler T

Series 65

Dallas, TX

Carrington Advisors, LLC

Tyler Talman is a financial advisor with Carrington Advisors, LLC in Dallas, TX, holding a Series 65 designation and 12 years of industry experience. He is also the owner of Carrington Consulting, LLC, which provides non-investment advisory consulting and family office services. Additionally, Talman is a partial owner of TSM Hauling, LLC, a business focused on dump trailer rentals. Carrington Advisors is a team-based registered investment adviser serving individuals, trusts, pension plans, and other entities with discretionary portfolio management and financial planning. The firm employs an outsourced CIO for asset allocation and manager selection, utilizing fundamental and technical analysis across various securities and investment vehicles.

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Cinthya M

Series 65

Atlanta, GA

Carrington Advisors, LLC

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC in Atlanta, GA, with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021, following a tenure at Regal Investment Advisors and experience at the Fuqua School of Business. She is also involved with Miceli Castellon, a business she has been connected to since 2011. Carrington Advisors is a small, team-based registered investment adviser that provides discretionary portfolio management, third-party manager selection, and financial planning to individuals, trusts, pension plans, and other entities. The firm employs an outsourced CIO for asset allocation and manager due diligence and implements investment strategies through model portfolios and third-party managers.

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