DL CARLSON INVESTMENT GROUP INC.
Legal name: CARLSON INVESTMENTS
CRD #105729 SEC #801-34606 CONCORD, NH 603-224-5977
SEC Registered
Total AUM
$694.6M
Discretionary
$690.8M
Employees
12
Clients
10
Accounts
901
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $694.6M | $690.8M | $3.8M | 12 | 0 |
| Mar 2025 | $698.4M | $694.7M | $3.8M | 12 | 0 |
| Sep 2024 | $634.9M | $634.9M | $0 | 14 | 0 |
| Mar 2024 | $634.9M | $634.9M | $0 | 14 | 0 |
| Mar 2024 | $634.9M | $634.9M | $0 | 14 | 0 |
| Oct 2023 | $656.6M | $656.6M | $0 | 13 | 0 |
| Aug 2023 | $656.6M | $656.6M | $0 | 13 | 0 |
| Aug 2023 | $656.6M | $656.6M | $0 | 13 | 318 |
| Mar 2023 | $656.6M | $656.6M | $0 | 13 | 318 |
| Jun 2022 | $825M | $825M | $0 | 13 | 299 |
| Mar 2022 | $825M | $825M | $0 | 13 | 299 |
| Oct 2021 | $738.3M | $738.3M | $0 | 12 | 299 |
| Mar 2021 | $738.3M | $738.3M | $0 | 12 | 299 |
| Jun 2020 | $535.5M | $535.5M | $0 | 10 | 289 |
| Apr 2020 | $535.5M | $535.5M | $0 | 10 | 289 |
| Mar 2019 | $492.2M | $492.2M | $0 | 10 | 283 |
| Mar 2018 | $513M | $513M | $0 | 9 | 223 |
| Nov 2017 | $460.3M | $460.3M | $0 | 9 | 223 |
| Aug 2017 | $460.3M | $460.3M | $0 | 9 | 200 |
| Mar 2017 | $460.3M | $460.3M | $0 | 9 | 200 |
| Jan 2017 | $433.4M | $433.4M | $0 | 8 | 200 |
| Mar 2016 | $433.4M | $433.4M | $0 | 8 | 200 |
| Aug 2015 | $490.5M | $490.5M | $0 | 9 | 200 |
| Mar 2015 | $490.5M | $490.5M | $0 | 9 | 200 |
| Apr 2014 | $483.9M | $483.9M | $0 | 9 | 200 |
| Mar 2013 | $545.3M | $545.3M | $0 | 9 | 200 |
| Feb 2013 | $534.6M | $534.6M | $0 | 11 | 200 |
| Dec 2012 | $534.6M | $534.6M | $0 | 11 | 200 |
| Aug 2012 | $534.6M | $534.6M | $0 | 11 | 200 |
| Mar 2012 | $534.6M | $534.6M | $0 | 11 | 200 |
| Mar 2011 | $545.2M | $545.2M | $0 | -- | -- |
| Mar 2009 | $406.3M | $406.3M | $0 | 10 | -- |
| Mar 2008 | $593.8M | $593.8M | $0 | 10 | -- |
| Mar 2007 | $557.6M | $557.6M | $0 | 10 | -- |
| Mar 2006 | $539.9M | $539.9M | $0 | 10 | -- |
| Mar 2004 | $397.1M | $397.1M | $0 | 10 | -- |
| Mar 2002 | $384.4M | $384.4M | $0 | 10 | -- |
DateJun 2025
Total AUM$694.6M
Discretionary$690.8M
Non-Disc.$3.8M
Employees12
Clients0
DateMar 2025
Total AUM$698.4M
Discretionary$694.7M
Non-Disc.$3.8M
Employees12
Clients0
DateSep 2024
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$656.6M
Discretionary$656.6M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$656.6M
Discretionary$656.6M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$656.6M
Discretionary$656.6M
Non-Disc.$0
Employees13
Clients318
DateMar 2023
Total AUM$656.6M
Discretionary$656.6M
Non-Disc.$0
Employees13
Clients318
DateJun 2022
Total AUM$825M
Discretionary$825M
Non-Disc.$0
Employees13
Clients299
DateMar 2022
Total AUM$825M
Discretionary$825M
Non-Disc.$0
Employees13
Clients299
DateOct 2021
Total AUM$738.3M
Discretionary$738.3M
Non-Disc.$0
Employees12
Clients299
DateMar 2021
Total AUM$738.3M
Discretionary$738.3M
Non-Disc.$0
Employees12
Clients299
DateJun 2020
Total AUM$535.5M
Discretionary$535.5M
Non-Disc.$0
Employees10
Clients289
DateApr 2020
Total AUM$535.5M
Discretionary$535.5M
Non-Disc.$0
Employees10
Clients289
DateMar 2019
Total AUM$492.2M
Discretionary$492.2M
Non-Disc.$0
Employees10
Clients283
DateMar 2018
Total AUM$513M
Discretionary$513M
Non-Disc.$0
Employees9
Clients223
DateNov 2017
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees9
Clients223
DateAug 2017
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees9
Clients200
DateMar 2017
Total AUM$460.3M
Discretionary$460.3M
Non-Disc.$0
Employees9
Clients200
DateJan 2017
Total AUM$433.4M
Discretionary$433.4M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$433.4M
Discretionary$433.4M
Non-Disc.$0
Employees8
Clients200
DateAug 2015
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients200
DateApr 2014
Total AUM$483.9M
Discretionary$483.9M
Non-Disc.$0
Employees9
Clients200
DateMar 2013
Total AUM$545.3M
Discretionary$545.3M
Non-Disc.$0
Employees9
Clients200
DateFeb 2013
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees11
Clients200
DateDec 2012
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees11
Clients200
DateAug 2012
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees11
Clients200
DateMar 2011
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$593.8M
Discretionary$593.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$557.6M
Discretionary$557.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees10
Clients--