DBA: CARSON ADVISORY GROUP
| Total AUM | $864.9M |
| Discretionary | $776.0M90% of AUM |
| Non-Discretionary | $88.9M |
| Client Accounts | 2,213 |
| Avg Account Size | $391K |
| Employees | 7 |
| Peak AUM | $864.9MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $865M | +12.1% | +12.9% | +8.6% | |
| Discretionary AUM | |||||
| Total AUM | $864.9M |
| Discretionary | $776.0M |
| Employees | 7 |
| Client Accounts | 2213 |
| Client Range | 0 |
Address
470 HILL ST.
ATHENS GA 30601
Phone
706-543-6578
Filing History
68 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$776M
89.7% of AUM
Non-Discretionary
$89M
10.3% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
Custody
No related registrations reported
| +11.4% /yrover 20 yrs · 68 filings |
Total AUM
$865M
| $776M |
| +13.9% |
| +14.1% |
| +10.8% |
| Non-Disc. AUM | $89M | 1.7% | +4.4% | 3.7% |
| Total Accounts | 2k | +3.2% | +3.5% | +4.3% |
| Avg Account Size | $390,818.191 | +8.6% | +9.1% | +4.2% |
| Employees | 7 | 12.5% | 4.4% | 0.0% |
| AUM / Employee | $124M | +28.1% | +18.1% | +8.6% |
Client AUM Segments | |||||
| Wealth AUM | $843M | +12.1% | +13.2% | +8.8% | |
| Institutional AUM | $21M | +9.6% | +5.8% | +2.0% | |
Client Count Segments | |||||
| HNW Clients | 551 | 3.8% | 1.9% | +1.8% | |
| Institutional | 24 | 7.7% | 0.0% | +0.9% | |
| Individuals | 382 | 4.0% | +6.0% | +7.0% | |