CRD: 117410
Carson Advisory Group
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2004
- Office Locations
- 1
Office Locations
About Carson Advisory Group
Carson Advisory Group (Raymond James) provides personalized wealth management and holistic financial planning for individuals, families, business owners and nonprofits, including retirees, sudden-wealth clients, and endowments/foundations. The team builds tailored, hand-selected strategies aligned to each client’s broader life goals, collaborating with clients’ other advisors. Known for a concierge-level client experience and proactive guidance beyond simple asset allocation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT HOWARD CARSON JR
Financial Advisor, President
- CRD
- #1013355
- Ownership
- 75% or more
RICHARD JOHN CHESTER JR
VICE PRESIDENT
- CRD
- #2664105
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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EDWARD DENTON ARIAIL
Financial Advisor
- CRD
- #5755612
Cesar Anibal Garcia Ortiz
Registered Representative
- CRD
- #7820790
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,960,672 | $382,435 |
| Non-Discretionary | $88,919,984 | $483,261 |
| Total | $864,880,656 | $390,818 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | 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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