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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier alphaCatalyst +more
- Established Date
- 09-16-2021
- Office Locations
- 1
Office Locations
About Carson Capital
Carson Capital is a boutique RIA serving growth-minded families and self-starters with integrated financial planning and portfolio management. The firm uses a “Shortest Path” framework and a 700+ point annual wealth optimization assessment spanning cash flow, taxes, insurance, estate and investments. Portfolios are largely ETF-based, and accounts can be custodied at Schwab or Altruist. Transparent pricing with no minimums or long-term contracts.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
Donovan John Carson
Chief Compliance Officer, Founder, PRINCIPAL, WEALTH MANAGER
- CRD
- #7367209
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,129,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,129,680 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,129,680
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,177,436,234 | 27.9% |
| Cash | $1,759,824,049 | 41.7% |
| Equity - OTC | $1,282,941,274 | 30.4% |
| Total | $4,220,201,557 | 100.0% |