CARSON ADVISORY, INC.
Legal name: CARSON ADVISORY GROUP
CRD #117410 SEC #801-64883 ATHENS, GA 706-543-6578
SEC Registered
Total AUM
$771.7M
Discretionary
$681.2M
Employees
8
Clients
0
Accounts
2,145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $771.7M | $681.2M | $90.5M | 8 | 72 |
| Mar 2025 | $771.7M | $681.2M | $90.5M | 8 | 72 |
| Nov 2024 | $694.9M | $611.9M | $83M | 9 | 55 |
| Apr 2024 | $694.9M | $611.9M | $83M | 9 | 55 |
| Mar 2024 | $694.9M | $611.9M | $83M | 9 | 55 |
| Oct 2023 | $600.2M | $522.1M | $78.1M | 8 | 45 |
| Apr 2023 | $600.2M | $522.1M | $78.1M | 8 | 45 |
| Mar 2023 | $600.2M | $522.1M | $78.1M | 8 | 45 |
| Jun 2022 | $693.7M | $598.1M | $95.6M | 8 | 1 |
| Apr 2022 | $693.7M | $598.1M | $95.6M | 8 | 1 |
| Mar 2022 | $693.7M | $598.1M | $95.6M | 8 | 1 |
| Oct 2021 | $571.7M | $464.5M | $107.2M | 7 | 1 |
| Jul 2021 | $571.7M | $464.5M | $107.2M | 7 | 1 |
| Apr 2021 | $571.7M | $464.5M | $107.2M | 7 | 1 |
| Mar 2021 | $571.7M | $464.5M | $107.2M | 7 | 1 |
| Nov 2020 | $500.8M | $428.2M | $72.6M | 6 | 0 |
| Oct 2020 | $500.8M | $428.2M | $72.6M | 6 | 0 |
| Jul 2020 | $500.8M | $428.2M | $72.6M | 6 | 0 |
| Jun 2020 | $500.8M | $428.2M | $72.6M | 6 | 0 |
| Apr 2020 | $500.8M | $428.2M | $72.6M | 6 | 0 |
| Mar 2020 | $513.4M | $428.2M | $85.2M | 6 | 0 |
| Mar 2020 | $513.4M | $428.2M | $85.2M | 6 | 0 |
| Jan 2020 | $447.2M | $341.2M | $106M | 6 | 0 |
| Sep 2019 | $447.2M | $341.2M | $106M | 6 | 0 |
| Sep 2019 | $447.2M | $341.2M | $106M | 6 | 0 |
| Jun 2019 | $447.2M | $341.2M | $106M | 6 | 0 |
| May 2019 | $447.2M | $341.2M | $106M | 6 | 0 |
| Mar 2019 | $447.2M | $341.2M | $106M | 6 | 0 |
| Oct 2018 | $432.5M | $334.7M | $97.8M | 6 | 2 |
| Mar 2018 | $432.5M | $334.7M | $97.8M | 6 | 2 |
| Oct 2017 | $400.8M | $269.9M | $130.9M | 6 | 0 |
| Mar 2017 | $400.8M | $269.9M | $130.9M | 6 | 1,100 |
| Dec 2016 | $349.6M | $230.4M | $119.2M | 7 | 800 |
| Apr 2016 | $349.6M | $230.4M | $119.2M | 7 | 800 |
| Mar 2016 | $349.6M | $230.4M | $119.2M | 7 | 800 |
| Dec 2015 | $342.7M | $161.3M | $181.4M | 7 | 800 |
| Sep 2015 | $342.7M | $161.3M | $181.4M | 7 | 800 |
| Mar 2015 | $342.7M | $161.3M | $181.4M | 8 | 800 |
| Feb 2015 | $360.7M | $9.7M | $351M | 6 | 1,400 |
| Mar 2014 | $360.7M | $9.7M | $351M | 6 | 1,400 |
| Oct 2013 | $229.4M | $0 | $229.4M | 7 | 700 |
| Jun 2013 | $229.4M | $0 | $229.4M | 7 | 700 |
| Apr 2013 | $229.4M | $0 | $229.4M | 7 | 700 |
| Feb 2013 | $229.4M | $0 | $229.4M | 7 | 700 |
| Jun 2012 | $205M | $0 | $205M | 1 | 600 |
| Mar 2012 | $205M | $0 | $205M | 1 | 600 |
| Mar 2012 | $205M | $0 | $205M | 1 | 600 |
| Mar 2011 | $168.9M | $0 | $168.9M | 5 | -- |
| Mar 2007 | $143.6M | $0 | $143.6M | 5 | -- |
| Feb 2007 | $100M | $0 | $100M | 5 | -- |
| Nov 2005 | $95M | $0 | $95M | 5 | -- |
| Nov 2005 | $95M | $0 | $95M | 5 | -- |
| Oct 2005 | $95M | $0 | $95M | 5 | -- |
DateMar 2025
Total AUM$771.7M
Discretionary$681.2M
Non-Disc.$90.5M
Employees8
Clients72
DateMar 2025
Total AUM$771.7M
Discretionary$681.2M
Non-Disc.$90.5M
Employees8
Clients72
DateNov 2024
Total AUM$694.9M
Discretionary$611.9M
Non-Disc.$83M
Employees9
Clients55
DateApr 2024
Total AUM$694.9M
Discretionary$611.9M
Non-Disc.$83M
Employees9
Clients55
DateMar 2024
Total AUM$694.9M
Discretionary$611.9M
Non-Disc.$83M
Employees9
Clients55
DateOct 2023
Total AUM$600.2M
Discretionary$522.1M
Non-Disc.$78.1M
Employees8
Clients45
DateApr 2023
Total AUM$600.2M
Discretionary$522.1M
Non-Disc.$78.1M
Employees8
Clients45
DateMar 2023
Total AUM$600.2M
Discretionary$522.1M
Non-Disc.$78.1M
Employees8
Clients45
DateJun 2022
Total AUM$693.7M
Discretionary$598.1M
Non-Disc.$95.6M
Employees8
Clients1
DateApr 2022
Total AUM$693.7M
Discretionary$598.1M
Non-Disc.$95.6M
Employees8
Clients1
DateMar 2022
Total AUM$693.7M
Discretionary$598.1M
Non-Disc.$95.6M
Employees8
Clients1
DateOct 2021
Total AUM$571.7M
Discretionary$464.5M
Non-Disc.$107.2M
Employees7
Clients1
DateJul 2021
Total AUM$571.7M
Discretionary$464.5M
Non-Disc.$107.2M
Employees7
Clients1
DateApr 2021
Total AUM$571.7M
Discretionary$464.5M
Non-Disc.$107.2M
Employees7
Clients1
DateMar 2021
Total AUM$571.7M
Discretionary$464.5M
Non-Disc.$107.2M
Employees7
Clients1
DateNov 2020
Total AUM$500.8M
Discretionary$428.2M
Non-Disc.$72.6M
Employees6
Clients0
DateOct 2020
Total AUM$500.8M
Discretionary$428.2M
Non-Disc.$72.6M
Employees6
Clients0
DateJul 2020
Total AUM$500.8M
Discretionary$428.2M
Non-Disc.$72.6M
Employees6
Clients0
DateJun 2020
Total AUM$500.8M
Discretionary$428.2M
Non-Disc.$72.6M
Employees6
Clients0
DateApr 2020
Total AUM$500.8M
Discretionary$428.2M
Non-Disc.$72.6M
Employees6
Clients0
DateMar 2020
Total AUM$513.4M
Discretionary$428.2M
Non-Disc.$85.2M
Employees6
Clients0
DateMar 2020
Total AUM$513.4M
Discretionary$428.2M
Non-Disc.$85.2M
Employees6
Clients0
DateJan 2020
Total AUM$447.2M
Discretionary$341.2M
Non-Disc.$106M
Employees6
Clients0
DateSep 2019
Total AUM$447.2M
Discretionary$341.2M
Non-Disc.$106M
Employees6
Clients0
DateSep 2019
Total AUM$447.2M
Discretionary$341.2M
Non-Disc.$106M
Employees6
Clients0
DateJun 2019
Total AUM$447.2M
Discretionary$341.2M
Non-Disc.$106M
Employees6
Clients0
DateMay 2019
Total AUM$447.2M
Discretionary$341.2M
Non-Disc.$106M
Employees6
Clients0
DateMar 2019
Total AUM$447.2M
Discretionary$341.2M
Non-Disc.$106M
Employees6
Clients0
DateOct 2018
Total AUM$432.5M
Discretionary$334.7M
Non-Disc.$97.8M
Employees6
Clients2
DateMar 2018
Total AUM$432.5M
Discretionary$334.7M
Non-Disc.$97.8M
Employees6
Clients2
DateOct 2017
Total AUM$400.8M
Discretionary$269.9M
Non-Disc.$130.9M
Employees6
Clients0
DateMar 2017
Total AUM$400.8M
Discretionary$269.9M
Non-Disc.$130.9M
Employees6
Clients1,100
DateDec 2016
Total AUM$349.6M
Discretionary$230.4M
Non-Disc.$119.2M
Employees7
Clients800
DateApr 2016
Total AUM$349.6M
Discretionary$230.4M
Non-Disc.$119.2M
Employees7
Clients800
DateMar 2016
Total AUM$349.6M
Discretionary$230.4M
Non-Disc.$119.2M
Employees7
Clients800
DateDec 2015
Total AUM$342.7M
Discretionary$161.3M
Non-Disc.$181.4M
Employees7
Clients800
DateSep 2015
Total AUM$342.7M
Discretionary$161.3M
Non-Disc.$181.4M
Employees7
Clients800
DateMar 2015
Total AUM$342.7M
Discretionary$161.3M
Non-Disc.$181.4M
Employees8
Clients800
DateFeb 2015
Total AUM$360.7M
Discretionary$9.7M
Non-Disc.$351M
Employees6
Clients1,400
DateMar 2014
Total AUM$360.7M
Discretionary$9.7M
Non-Disc.$351M
Employees6
Clients1,400
DateOct 2013
Total AUM$229.4M
Discretionary$0
Non-Disc.$229.4M
Employees7
Clients700
DateJun 2013
Total AUM$229.4M
Discretionary$0
Non-Disc.$229.4M
Employees7
Clients700
DateApr 2013
Total AUM$229.4M
Discretionary$0
Non-Disc.$229.4M
Employees7
Clients700
DateFeb 2013
Total AUM$229.4M
Discretionary$0
Non-Disc.$229.4M
Employees7
Clients700
DateJun 2012
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees1
Clients600
DateMar 2012
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees1
Clients600
DateMar 2012
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees1
Clients600
DateMar 2011
Total AUM$168.9M
Discretionary$0
Non-Disc.$168.9M
Employees5
Clients--
DateMar 2007
Total AUM$143.6M
Discretionary$0
Non-Disc.$143.6M
Employees5
Clients--
DateFeb 2007
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateNov 2005
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees5
Clients--
DateNov 2005
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees5
Clients--
DateOct 2005
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees5
Clients--