A complete list of active advisors currently associated with Carsons Capital LLC
Warmer can help you find a great advisor at Carsons Capital LLC or one who fits your needs even better.
Carsons Capital LLC is a newly registered investment adviser that offers discretionary and non-discretionary portfolio management primarily to individual clients, including high net worth investors. The firm advises on a broad range of instruments — equities, ETFs (including leveraged ETFs), options, derivatives, REITs, and money market funds — and may implement model portfolios developed by third‑party managers. The firm combines multiple analytic approaches, including charting, technical and cyclical analysis, fundamental analysis, and modern portfolio theory, and may employ both long‑ and short‑term trading, option writing, and ESG considerations depending on client objectives. Portfolio construction is individualized, with ongoing monitoring and rebalancing; the brochure notes tax efficiency is not a primary management objective and clients are encouraged to consult tax professionals. Noteworthy aspects for a newly registered manager include that the firm reported no assets under management or active client accounts at the time of the brochure and operates with a very small advisory team. The firm routinely requires clients to use a specified custodian (Pershing Advisor Solutions) and discloses the potential use of higher‑risk strategies and products (leveraged ETFs, derivatives, frequent trading and option strategies), a combination that is less common among newly formed, small investment managers.
To learn more about the advisors currently working at Carsons Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 1
|
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