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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2012
- Office Locations
- 1
Office Locations
About NGC Financial, LLC
NGC Financial, LLC is a tax and financial planning firm led by Neil G. Carousso, CPA, CFP®, serving individuals and businesses nationwide. The practice integrates income tax analysis with Medicare and Social Security planning and investment strategy to support clients nearing or in retirement, including its Turning Age 65 program. Portfolios primarily use ETFs and public funds; the firm is FINRA/SIPC registered.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $57.1M between September 2, 2025 and June 2, 2026.
Across 4 reported observations, AUM increased 120.9% between November 22, 2023 and June 2, 2026, from $25.9M to $57.1M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 78 clients, or 78 clients per representative. That equates to $732.2K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Services
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Owner & Executives
NEIL GEORGE CAROUSSO
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2523062
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $57,110,396 | $528,800 |
| Total | $57,110,396 | $528,800 |
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Separately Managed Accounts
SMA allocation detail is available
NGC Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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