CRD: 312231
Carvalho Investment Group, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2021
- Office Locations
- 1
Office Locations
About Carvalho Investment Group, LLC
Carvalho Investment Group is an independent boutique wealth management firm providing retirement account and discretionary portfolio management, plus planning support around estate coordination (via law partners), family governance, and tax-efficient wealth structuring. Portfolios are customized using fundamental and technical analysis with a focus on growth, income, and risk/inflation management, often implemented with ETFs and mutual funds. Custody includes Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $413.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
Raony D Zica de Carvalho
Senior Associate
- CRD
- #6673783
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,200,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Carvalho Investment Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.