CRD: 142685
Caruso AND Company, P.a., Certified Public Accountants
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-1999
- Office Locations
- 1
Office Locations
About Caruso AND Company, P.a., Certified Public Accountants
Caruso and Company, P.A. is a Deerfield Beach, FL CPA firm that also operates as a registered investment advisor, pairing tax and accounting with financial planning and portfolio management for individuals and businesses. The team emphasizes tax strategy, estate and charitable planning, and areas like gifting/trusts and international/non-resident tax. Portfolios are managed largely with ETFs and public funds, custodied at Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 29, 2011 and March 26, 2012, reported AUM increased 3.8%, from $41.4M to $43.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 119 clients, or 119 clients per representative. That equates to $574.5K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Services
- Technology
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Owner & Executives
ANTHONY CARMEN CARUSO
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3080773
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,360,200 | $430,000 |
| Non-Discretionary | $0 | -- |
| Total | $68,360,200 | $430,000 |
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Separately Managed Accounts
SMA allocation detail is available
Caruso AND Company, P.a., Certified Public Accountants has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.