DL CARLSON INVESTMENT GROUP INC.
DBA: CARLSON INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $735.5M |
| Discretionary | $735.5M100% of AUM |
| Client Accounts | 893 |
| Avg Account Size | $824K |
| Employees | 14 |
| Peak AUM | $825.0MMar 2022 |
| AUM CAGR | +2.3% /yrover 25 yrs · 46 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $736M | +5.3% | +3.9% | 0.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $735.5M |
| Discretionary | $735.5M |
| Employees | 14 |
| Client Accounts | 893 |
| Client Range | 1-10 |
Contact & Location
Address
TWO CAPITAL PLAZA
CONCORD NH 03301
Phone
603-224-5977
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$736M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.5pp 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
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported