CARSWELL INVESTMENTS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $322.5M |
| Discretionary | $322.5M100% of AUM |
| Client Accounts | 587 |
| Avg Account Size | $549K |
| Employees | 2 |
| Peak AUM | $322.5MMar 2026 |
AUM by Client Type
Total AUM
$322M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $322M | +13.3% | +12.3% | +6.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $322.5M |
| Discretionary | $322.5M |
| Employees | 2 |
| Client Accounts | 587 |
| Client Range | 26-50 |
Contact & Location
Address
6320 FLY ROAD, SUITE 205
EAST SYRACUSE NY 13057
Phone
(800) 510-6693
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$322M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
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
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported