$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-2021
- Office Locations
- 1
Office Locations
-- Atlantic NC
About Life Stage Investing, LLC
Life Stage Investing, LLC is a fiduciary RIA providing financial planning and investment advice for retail clients, including entrepreneurs. The firm builds asset-allocation portfolios with a strong ETF emphasis alongside mutual funds and cash. Planning work spans retirement, tax, and estate planning, insurance, and 529 strategies, supported by tools like eMoney and Pontera.
Team overview
56 AVG AGE
$2.5M AVG AUM / ADVISOR
$156.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
K
Kevin Auguste Carroll
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #1697190
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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