$21.1M Total AUM
$19.8M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialAlpha signal +more
- Established Date
- 07-21-2020
- Office Locations
- 1
Office Locations
-- Fisherville KY
About Carriage House Planning LLC
Carriage House Planning LLC is an independent, planning-led RIA serving retail investors with ongoing guidance as goals and life events change. The firm focuses on portfolio construction and investment planning with an active, risk-managed asset-allocation approach using public funds and ETFs (with some fixed income and cash). Led by owner/CCO Casey Vance Fulp, CFP®, the practice custodies primarily at Charles Schwab & Co.
Team overview
35 AVG AGE
$21.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Meridian Unison capital Optima optima
Custodian
Catalyst North delta Fusion Legacy Radial Radial harbor
Investment Themes
Capital Ember Vector north
Investment Vehicles
Legacy
Platform
Horizon
Services
Atlas Alpha capital Wave Peak ember Zenith optima Vertex Horizon ridge Glacier
Technology
Matrix catalyst Pathway Crest Optima beacon
Owner & Executives
CASEY VANCE FULP
Chief Compliance Officer, Owner, Principal
- CRD
- #5179021
- Ownership
- 75% or more
(945) 543-8301
momentum.ember@oakcapital.com
in linkedin.com/in/pioneer-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,770,318 | -- |
| Non-Discretionary | $1,355,828 | -- |
| Total | $21,126,146 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,126,146
Public Funds:
34.2% Equity - Exchange:
46.4% Cash:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,546,433,344 | 34.2% |
| Equity - Exchange | $3,454,810,151 | 46.4% |
| Cash | $1,444,468,037 | 19.4% |
| Total | $7,445,711,532 | 100.0% |