CARSON ADVISORY, INC.
B51
CRD 117410·SEC 801-64883·ATHENS, GA
AUM
$864.9M
$500M-$1B
Est. Revenue
$8.6M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $447.2M
'21 · $500.8M
'22 · $571.7M
'23 · $693.7M
'25 · $771.7M
'26 · $864.9M
'20'26
$447.2M → $864.9M▲ +93%
Client mix
| Individuals Other | 551 |
| Individuals High Net Worth | 382 |
| Charitable Organizations | 16 |
| Corporations | 6 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 7 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Recent Filings
13F-HR2026-05-07 · 0001909304-26-000003
13F-HR2026-02-12 · 0001909304-26-000001