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

Clients

Accounts

901

Firm Details

Organization Type: Corporation
State of Formation: New Hampshire
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 11, 2025
Branch Offices: 0
LEI: 25490DYPOJFPZMYC3C52

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
PRESTI, BRIAN, JOSEPH	I	OWNER	NA
CARLSON, DAVID	I	PRESIDENT/DIRECTOR	D	Control
CARLSON, DAVID	I	PRESIDENT/DIRECTOR	D	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	D	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	D	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	D	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	C	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	C	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	C	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	DIRECTOR	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	DIRECTOR	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	OFFICE MGR	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	OFFICE MGR	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	C	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	C	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	C	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	C	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	C	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	C	Control
MULLINS, JAMES, ROGER	I	PRESIDENT/CCO	C	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	PRESIDENT/DIRECTOR	B	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	B	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	B	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	B	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	B	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	B	Control
CARLSON, DAVID, LITTLEFIELD	I	CHAIRMAN	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	TREASURER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
CARLSON, ROSAMOND, CHENOWITH	I	SHAREHOLDER	B	Control
MULLINS, JAMES, ROGER	I	CCO/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JAMES, ROGER	I	CHIEF COMPLIANCE OFFICERS/DIRECTOR	B	Control
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	OWNER	B
MULLINS, JENNIFER, CARLSON	I	SECRETARY	B
MULLINS, JENNIFER, CARLSON	I	SECRETARY	B
MULLINS, JENNIFER, CARLSON	I	SECRETARY	B
MULLINS, JENNIFER, CARLSON	I	SECRETARY	B
MULLINS, JENNIFER, CARLSON	I	SECRETARY	B
MULLINS, JENNIFER, CARLSON	I	SECRETARY	B
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, AMY, ELIZABETH	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
CARLSON, PETER, DAVID	I	OWNER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
JOHNSRUD, JENNIFER, ANNE	I	PORTFOLIO MANAGER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A
MULLINS, JENNIFER, CARLSON	I	OWNER	A

Registrations

Federal

Jun 11, 2025 REGISTERED

Notice Filings (15)

CT FL MA MD ME MO MT NC NH NY PA SC TX VA VT

Address

TWO CAPITAL PLAZA
SUITE 404
CONCORD, NH 03301
United States

Phone: 603-224-5977