This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2015
- Office Locations
- 1
Office Locations
About Carr Capital Management
Carr Capital is an independent Virginia-based investment management firm serving individual and institutional investors. The team builds and manages portfolios with an ETF-centric approach (primarily equity ETFs) and supports broader portfolio construction across vehicles such as mutual funds and fixed income. Relationships include custody via Interactive Brokers and Raymond James.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES SAMUEL CARR
Chief Compliance Officer, Principal
- CRD
- #5716287
- Ownership
- 50% but less than 75%
JOHN BARNES CARR JR
Chief Executive Officer
- CRD
- #41448
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,796,928 | -- |
| Non-Discretionary | $37,870,195 | -- |
| Total | $88,667,123 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing