SourcingSourcing

CARRERA CAPITAL ADVISORS, LLC

C27
CRD 330834·SEC 801-130197·TROY, MI
AUM
$968.7M
$500M-$1B
Est. Revenue
$9.7M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CARRERA CAPITAL ADVISORS, LLC
CRD
330834
SEC file #
801-130197
EIN
—
DBA names
Carrera Capital Advisors

Economics

AUM
$968.7M
AUM band
$500M-$1B
AUM trajectory
'25'26
$647.7M → $968.7M▲ +50%
Client mix
Individuals Other718
Individuals High Net Worth239
Pension Profit Sharing Plans23
Corporations16
Investment Companies1

Operations

Employees (total)
13
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
9 advisors → 12 advisors▲ +33%
Primary office
TROY MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
carrera-capital-advisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KN SEVEN, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
KN SEVEN, LLC
JAKE RASKA LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CARRERA-CAPITAL-ADVISORS.COM
Rdap Domain Creation Date
2024-03-06T20:53:53Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4028
Soi Zip Pct 200k Plus
0.1614
Soi Zip Returns 200k Plus
1,270
Soi Zip Total AGI
1,124,722
Fdic Zip Total Deposits
367,019,937,000
Fdic Zip Branch Count
473
Fdic Zip Top Banks
Bank of America, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab5
Fidelity4
E*trade4
Fdic Zip Branches Raw
First of America Bank-Southeast Michigan, National AssociationTroy, MI
First of America Bank-Southeast Michigan, National AssociationTroy, MI
Fdic Zip HHI
2475.46
Fdic Zip Top Bank Share Pct
40.58
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-06T20:53:53Z
Rdap Domain Last Changed
2026-02-04T04:23:46Z
Rdap Nameservers
Glen.ns.cloudflare.comTegan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,639
Returns1,580
Stub 2
AGI43,036
Returns1,150
Stub 3
AGI65,718
Returns1,050
Soi Zip Total Business Income
24,280
Soi Zip Total Cap Gains
76,297
Soi Zip Total Dividends
37,692
Soi Zip Total Returns
7,870
Trust Company Affiliate
No

People (10)

10
Raska, Jacob, Andrew
IAR · Executive Officer · 2.5%
6698876
Nichol, Keith
IAR · Executive Officer · 2.5%
6314789
Abdul-Basser, Musa, Bin Hasan
Executive Officer · 2.5%
7068664
Bryan David Franco
IAR
5762618
Devin Ellis
IAR
6980521
MARTIN LEWIS SCHMIDT
IAR
1364571
Madison E Clement
IAR
7477198
Anthony Sellors
IAR
7184716
STEVEN GEOFFREY LANE
IAR
4407175
Daniel Richmond
IAR
7249094