CARROLL ADVISORY GROUP, LLC
DBA: CARROLL ADVISORY GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $341.1M |
| Discretionary | $332.9M98% of AUM |
| Non-Discretionary | $8.1M |
| Client Accounts | 712 |
| Avg Account Size | $479K |
| Employees | 7 |
| Peak AUM | $341.1MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $341M | — | — | — | |
| Discretionary AUM | $333M | — | |||
Key Metrics
| Total AUM | $341.1M |
| Discretionary | $332.9M |
| Employees | 7 |
| Client Accounts | 712 |
| Client Range | 0 |
Contact & Location
Address
4203 RICHMOND PLACE
TEXARKANA TX 75503
Phone
903-793-4014
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$333M
97.6% of AUM
Non-Discretionary
$8M
2.4% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported