Carson Capital

Carson Capital serves individuals (including high‑net‑worth clients), charitable organizations, trusts, estates, retirement plans, and businesses, offering discretionary investment management, comprehensive financial planning, retirement plan advisory, and related consulting. The firm also provides estate‑planning assistance via a third‑party platform, held‑away account advisory services, and group educational seminars and speaking engagements.

The firm’s investment approach is growth‑oriented and data‑driven: it constructs risk‑based asset allocation models and manages portfolios primarily with individual equities, ETFs, and mutual funds while retaining discretion over trading. Carson Capital incorporates third‑party technology and AI‑assisted analytics into its research and may utilize AI‑managed vehicles and alternative investments when appropriate, coordinating investment strategy with clients’ financial plans and cash‑flow needs.

Compared with many independent solo advisors, Carson Capital is a small practice managing a modest asset base across a limited number of client relationships and offers services that are less common among peers, notably regular educational seminars and an affiliated, owner‑operated tax advisory firm to support integrated tax planning. The firm also uses operational arrangements not typical for its size—such as held‑away account supervision through a third‑party order‑management platform and multiple custodial options for certain alternative strategies—and discloses potential conflicts when acting as trustee, executor, or power of attorney for family members.