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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Ember crestHarbor +more
- Established Date
- 08-01-2005
- Office Locations
- 1
Office Locations
About Carlton Hall Asset Management, LLC
Carlton Hall Asset Management, LLC is a North Carolina-registered RIA focused on disciplined, long-term portfolio management and planning for retail investors. The firm emphasizes a transparent, fiduciary approach and a refined process built through multiple market cycles, avoiding derivatives, futures, and other complex instruments. Portfolios primarily use public funds and ETFs, with client assets custodied through providers such as Charles Schwab.
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Owner & Executives
CARLTON GRAY HALL JR
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,585,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,585,428 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,585,428
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $890,221,407 | 26.3% |
| Cash | $1,259,172,484 | 37.2% |
| Public Funds | $1,235,478,378 | 36.5% |
| Total | $3,384,872,269 | 100.0% |