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Carlin Wealth Management Group, LLC

Carlin Wealth Management Group, LLC. CRD 325306

Carlin Wealth Management Group, LLC logo

CRD: 325306

Carlin Wealth Management Group, LLC

Austin, TX, 78723
7374146565
www.carlinwealthmanagementgroup.com
$240.9M Total AUM
$229.4M Disc. AUM
-- 3Y CAGR
4 Employees
189 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Raymond James
Clients
Retail and Institutional
Platforms
Zenith catalyst
Established Date
03-15-2023
Office Locations
2

Office Locations

1701 Simond Avenue Unit 104 Austin TX
-- Winchester MA

About Carlin Wealth Management Group, LLC

Carlin Wealth Management Group, LLC is an Austin-based RIA providing comprehensive financial planning and investment management, coordinating with clients’ attorneys and CPAs. The team serves retirees and pre-retirees, families and individuals, and families with special needs. Portfolios are built primarily with ETFs, complemented by mutual funds and fixed income, with an emphasis on asset allocation and risk management.

Team overview

-- AVG AGE
$120.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Crest Alpha ember Harbor timber

Client Personas

Zenith Fusion Wave

Custodian

Peak Focus Eagle legacy Legacy zenith Pioneer Ember Zenith Optima focus Value

Investment Themes

Frontier North ridge Meridian radial Foundation Bridge

Investment Vehicles

Quantum

Platform

Vital Legacy

Services

Value fusion Optima harbor Atlas glacier Insight capital Momentum north Fusion Catalyst delta Zenith Vector atlas Legacy catalyst Focus North Value

Technology

Summit frontier

Owner & Executives

N

NICHOLAS STEPHEN CARLIN

MANAGING PRINCIPAL

CRD
#4818630
Ownership
50% but less than 75%
(906) 733-7605
wave.value@pathwaycapital.com
in linkedin.com/in/radial-fusion
T

Teresa Angelina Jammal

Chief Compliance Officer

CRD
#6875882
Ownership
10% but less than 25%
(967) 452-8516
wave.capital@foundationcapital.com
in linkedin.com/in/unison-oak

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Contacts

C

Christopher Howard Baker

--

CRD
#2878523
(222) 521-8267
vector.insight@fusioncapital.com
in linkedin.com/in/capital-eagle
R

REED COSMOS JOHNSON

--

CRD
#8277845
(448) 755-2812
catalyst.harbor@matrixcapital.com
in linkedin.com/in/glacier-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-21-2023
06-19-2024
02-04-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $229,402,157 $225,790
Non-Discretionary $11,487,597 $191,460
Total $240,889,754 $223,875

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Separately Managed Accounts

Total SMA Asset: $240,889,754

$240.9M Total SMA
Equity - Exchange:
13.3%
Other:
18.2%
Cash:
16.7%
Corporate - Investment Grade:
9.3%
Equity - OTC:
18.7%
Municipal Bonds:
4.2%
Public Funds:
5.6%
U.S. Government/Agency:
14.0%
Asset class Assets Assets %
Equity - Exchange $1,076,516,160 13.3%
Other $1,473,127,377 18.2%
Cash $1,351,715,780 16.7%
Corporate - Investment Grade $752,751,902 9.3%
Equity - OTC $1,513,597,910 18.7%
Municipal Bonds $339,952,472 4.2%
Public Funds $453,269,962 5.6%
U.S. Government/Agency $1,133,174,906 14.0%
Total $8,094,106,469 100.0%

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