C
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2023
- Office Locations
- 1
Office Locations
-- Midlothian VA
About Carnahan Capital Management, LLC
Carnahan Capital Management, LLC is a Midlothian, VA registered investment adviser focused on retail clients. Founder-led by Bradley S. Carnahan (Managing Member/CCO), the firm primarily implements portfolios using equity ETFs and maintains client assets at Charles Schwab.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Bradley S Carnahan
Chief Compliance Officer, Managing Member
- CRD
- #7792873
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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