C
CRD: 334565
Carroll Advisory Group
Texarkana, TX, 75503
9037934014
$341.1M Total AUM
$332.9M Disc. AUM
-- 3Y CAGR
7 Employees
279 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2025
- Office Locations
- 2
Office Locations
4203 Richmond Place Texarkana TX
-- Emmitsburg MD
About Carroll Advisory Group
Carroll Advisory Group is a Texarkana-based RIA with 2 offices. The firm has been operating for 1 years. Managing $341.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
32 AVG AGE
$85.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.2 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
Premium access reveals conviction themes in insight ridge.
Request access to benchmark trends tied to ridge matrix.
Open the full profile to inspect shifts in harbor pathway.
Premium access reveals conviction themes in eagle focus.
Upgrade to reveal position-level detail across delta value.
Request access to benchmark trends tied to catalyst oak.
Premium access reveals conviction themes in unison capital.
Open the full profile to inspect shifts in bridge alpha.
Investment Themes
Delta crest Ember beacon Catalyst pathway
Investment Vehicles
Wave
Services
Horizon foundation Delta crest Unison Vector Vector vector
Owner & Executives
DEVIN ANTHONY CARROLL
Chief Compliance Officer, PRINCIPAL
- CRD
- #4590788
- Ownership
- 75% or more
(386) 614-7639
value.pathway@summitcapital.com
in linkedin.com/in/eagle-timber
Showing 1 of 1 owners & executives
Unlock allContacts
ALEXANDER WHITTINGTON DAVIS
--
- CRD
- #6965102
(202) 925-8362
frontier.signal@harborcapital.com
in linkedin.com/in/bridge-beacon
N
Nicholaus Ryne Domachowski
--
- CRD
- #6608400
(425) 256-4662
insight.fusion@pathwaycapital.com
in linkedin.com/in/fusion-wave
N
North north
Alpha radial
- CRD
- #59449
(223) 223-5431
crest.beacon@oakcapital.com
in linkedin.com/in/ember-capital
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $332,935,537 | $497,661 |
| Non-Discretionary | $8,122,620 | $188,898 |
| Total | $341,058,157 | $479,014 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $341,058,157
Private Funds:
33.7% Equity - Exchange:
24.9% Other:
28.7% Cash:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,545,398,836 | 33.7% |
| Equity - Exchange | $1,880,724,956 | 24.9% |
| Other | $2,167,743,223 | 28.7% |
| Cash | $959,245,259 | 12.7% |
| Total | $7,553,112,274 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOUNDATION FOCUS | NORTH INSIGHT | KD6ICHN8C | DLIN | 6.14% | $38,372,834 |
| RIDGE CAPITAL | MATRIX CREST | L4XHM5JSL | KMEQE | 8.15% | $114,730,215 |
| RIDGE FRONTIER HORIZON | MATRIX FOCUS | LJ3X3JKNV | ASNOI | 3.04% | $115,729,124 |
| LEGACY GLACIER | EAGLE FOUNDATION | UG7YXFFNM | AZM | 9.58% | $62,988,427 |
| VECTOR INSIGHT OAK | ATLAS HARBOR | ZT024H8ZN | ZYG | 9.51% | $23,749,029 |
| MATRIX DELTA MATRIX | WAVE INSIGHT | 940G1YSAG | YBW | 8.01% | $38,287,116 |
| CATALYST MERIDIAN | NORTH EMBER | 3ERLXLHCN | RQZR | 11.10% | $2,219,818 |
| CAPITAL TIMBER PRIME | LEGACY PIONEER | 98846D199 | ICF | 11.45% | $15,542,840 |