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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2024
- Office Locations
- 2
Office Locations
About Carrera Capital Advisors
Carrera Capital Advisors is a fee-only, 100% fiduciary wealth management firm providing investment management and goals-based financial planning for individuals, business owners, institutions, and family offices. Services include tax and liquidity management, estate and risk planning, retirement/401(k) solutions, and philanthropic guidance. Through the Carrera Advisor Network, they partner with advisors nationwide on succession and practice support.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Musa Bin Hasan Abdul-Basser
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Keith Nichol
Chief Executive Officer, President
- CRD
- #6314789
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Madison E Clement
Financial Advisor
- CRD
- #7477198
Devin Ellis
Financial Advisor
- CRD
- #6980521
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $968,703,896 | $494,994 |
| Non-Discretionary | $0 | -- |
| Total | $968,703,896 | $494,994 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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