Carson Group Investing
Omaha, NE·SEC-registered · CRD #291744
Carson Group Investing is an SEC-registered investment advisory firm in Omaha, NE managing $2.0B across 15k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
15k
Advisory staff
7
Fee model
Fee-only
How Carson Group Investing is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Carson Group Investing
How much does Carson Group Investing manage?
Per its most recent SEC Form ADV filing (05/05/2026), Carson Group Investing reports $2.0B in regulatory assets under management across roughly 15k client accounts.
How does Carson Group Investing charge?
Carson Group Investing is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Carson Group Investing a fiduciary?
Yes. Carson Group Investing is registered with the U.S. Securities and Exchange Commission (CRD #291744), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Carson Group Investing taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Carson Group Investing and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Carson Group Investing's public SEC Form ADV filing (CRD #291744, filed 05/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Carson Group Investing. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Carson Group Investing? Claim this profile.