$322.5M Total AUM
$322.5M Disc. AUM
12.3% 3Y CAGR
2 Employees
175 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 06-15-2011
- Office Locations
- 1
Office Locations
245 Seven Farms Drive, Suite 300a Daniel Island SC
About Carswell Investments, LLC
Carswell Investments, LLC delivers evidence-based portfolio construction and ongoing investment management paired with financial planning for retirement, legacy, and business-transition goals. The team builds highly personalized portfolios through a disciplined investment philosophy with attentive client communication. Custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
43 AVG AGE
$161.2M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
14.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Bridge beacon
Client Personas
Momentum
Custodian
Momentum delta
Investment Themes
Ember Delta
Investment Vehicles
Glacier
Services
Optima Oak value Beacon element Delta atlas Quantum bridge Wave Capital
Technology
Ridge north
Owner & Executives
STEVEN ROGER PICKARD
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #4556595
- Ownership
- 75% or more
(338) 304-6752
pathway.harbor@peakcapital.com
in linkedin.com/in/alpha-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,482,128 | $549,373 |
| Non-Discretionary | $0 | -- |
| Total | $322,482,128 | $549,373 |
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Separately Managed Accounts
Total SMA Asset: $322,482,128
Public Funds:
20.9% Municipal Bonds:
41.3% Cash:
37.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,103,852,252 | 20.9% |
| Municipal Bonds | $2,181,296,555 | 41.3% |
| Cash | $1,996,440,915 | 37.8% |
| Total | $5,281,589,722 | 100.0% |