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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2008
- Office Locations
- 1
Office Locations
About THE Carroll Group, Inc.
The Carroll Group is a Compass luxury real estate team serving Miami, Fort Lauderdale, and Palm Beach, led by Chad Carroll. The team provides full-service, concierge-style representation across finance, contracts, negotiation, development, sales, and marketing, using proprietary digital marketing tactics including AI, programmatic advertising, and geofencing to target buyers. Consistently ranked the #1 Compass team in Florida and top 1% nationally.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
JOSEPH BARRY CARROLL
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Operations Officer, Wealth Advisor
- CRD
- #2444543
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,445,072 | $20,430,634 |
| Non-Discretionary | $0 | -- |
| Total | $163,445,072 | $20,430,634 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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