$107.7M Total AUM
$107.7M Disc. AUM
-- 3Y CAGR
7 Employees
123 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-15-2021
- Office Locations
- 5
Office Locations
15770 N. Dallas Parkway Suite 550 Dallas TX
591 Camino DE LA Reina Suite #1050 SAN Diego CA
-- -- --
About Carrington Advisors, LLC
Carrington Advisors is a family-office-style RIA serving business owners, executives, and families who want one team coordinating investments, taxes, risk, and modern assets. Its process centers on the proprietary Bridge® Conversation to align values and financial decisions, with ongoing refinement as life changes. The firm also emphasizes philanthropy and community impact.
Team overview
35 AVG AGE
$26.9M AVG AUM / ADVISOR
$875.3K AVG AUM / CLIENT
4.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
T
TYLER EDWARD TALMAN
Chief Compliance Officer, Owner
- CRD
- #5535923
- Ownership
- Less than 5%
Available
Available
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B
Brad Carroll
Chief Investment Officer
- CRD
- --
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D
Dee Carroll
Director of Operations
- CRD
- --
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,662,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,662,791 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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