$92.8M Total AUM
$92.8M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2005
- Office Locations
- 1
Office Locations
950 South Coast Drive Suite# 225 Costa Mesa CA
About Carney Portfolio Management Inc.
Carney Portfolio Management Inc. is a Costa Mesa, CA RIA serving retail clients with discretionary SMA portfolio management. Portfolios are primarily ETF-based with meaningful allocations to U.S. government/agency bonds, and are custodied at Charles Schwab. Founder-led by President Dan Lane Carney, the firm operates as a single-advisor boutique.
Team overview
-- AVG AGE
$92.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Radial Bridge
Client Personas
Summit pioneer
Investment Themes
Zenith
Services
Foundation Pioneer Atlas matrix
Owner & Executives
D
DAN LANE CARNEY
President
- CRD
- #1685706
- Ownership
- 75% or more
(870) 845-2188
matrix.vital@vectorcapital.com
in linkedin.com/in/frontier-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,827,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,827,076 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,827,076
Equity - Exchange:
45.4% U.S. Government/Agency:
18.0% Cash:
13.0% Corporate - Investment Grade:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $303,414,404 | 45.4% |
| U.S. Government/Agency | $120,296,460 | 18.0% |
| Cash | $86,880,777 | 13.0% |
| Corporate - Investment Grade | $157,722,025 | 23.6% |
| Total | $668,313,666 | 100.0% |