CARSWELL INVESTMENTS, LLC
CRD #158205 SEC #801-72455 EAST SYRACUSE, NY (800) 510-6693
SEC Registered
Total AUM
$284.6M
Discretionary
$284.6M
Employees
2
Clients
26
Accounts
549
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $284.6M | $284.6M | $0 | 2 | 0 |
| Mar 2024 | $260.4M | $260.4M | $0 | 2 | 0 |
| Mar 2023 | $227.6M | $227.6M | $0 | 2 | 0 |
| Apr 2022 | $247M | $247M | $0 | 2 | 0 |
| Mar 2022 | $247M | $247M | $0 | 2 | 0 |
| Oct 2021 | $239.7M | $239.7M | $0 | 2 | 0 |
| Mar 2021 | $239.7M | $239.7M | $0 | 2 | 0 |
| Aug 2020 | $189.6M | $189.6M | $0 | 2 | 0 |
| May 2020 | $189.6M | $189.6M | $0 | 2 | 0 |
| Apr 2020 | $189.6M | $189.6M | $0 | 2 | 0 |
| Mar 2019 | $195M | $139.3M | $55.7M | 2 | 0 |
| Sep 2018 | $178.1M | $136.3M | $41.9M | 3 | 0 |
| Mar 2018 | $178.1M | $136.3M | $41.9M | 3 | 0 |
| Jun 2017 | $122M | $74.5M | $47.5M | 3 | 100 |
| May 2017 | $122M | $74.5M | $47.5M | 2 | 100 |
| Mar 2017 | $122M | $74.5M | $47.5M | 2 | 100 |
| Mar 2016 | $101.9M | $59.4M | $42.5M | 2 | 100 |
| Mar 2015 | $104M | $53.7M | $50.3M | 2 | 26 |
| Aug 2014 | $94.2M | $40.8M | $53.4M | 2 | 26 |
| Mar 2014 | $94.2M | $40.8M | $53.4M | 2 | 26 |
| Apr 2013 | $75.6M | $30.2M | $45.4M | 2 | 26 |
| Nov 2012 | $72.4M | $16.3M | $56M | 2 | 26 |
| Oct 2012 | $72.4M | $16.3M | $56M | 1 | 26 |
| Aug 2012 | $61.4M | $14.7M | $46.6M | 1 | 26 |
| Jun 2012 | $62.5M | $13.4M | $49.1M | 1 | 11 |
| Jun 2012 | $62.5M | $13.4M | $49.1M | 1 | 11 |
| Mar 2012 | $62.5M | $13.4M | $49.1M | 1 | 11 |
| Aug 2011 | $44.4M | $0 | $44.4M | 5 | -- |
| Aug 2011 | $42.4M | $0 | $42.4M | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$284.6M
Discretionary$284.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$227.6M
Discretionary$227.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$195M
Discretionary$139.3M
Non-Disc.$55.7M
Employees2
Clients0
DateSep 2018
Total AUM$178.1M
Discretionary$136.3M
Non-Disc.$41.9M
Employees3
Clients0
DateMar 2018
Total AUM$178.1M
Discretionary$136.3M
Non-Disc.$41.9M
Employees3
Clients0
DateJun 2017
Total AUM$122M
Discretionary$74.5M
Non-Disc.$47.5M
Employees3
Clients100
DateMay 2017
Total AUM$122M
Discretionary$74.5M
Non-Disc.$47.5M
Employees2
Clients100
DateMar 2017
Total AUM$122M
Discretionary$74.5M
Non-Disc.$47.5M
Employees2
Clients100
DateMar 2016
Total AUM$101.9M
Discretionary$59.4M
Non-Disc.$42.5M
Employees2
Clients100
DateMar 2015
Total AUM$104M
Discretionary$53.7M
Non-Disc.$50.3M
Employees2
Clients26
DateAug 2014
Total AUM$94.2M
Discretionary$40.8M
Non-Disc.$53.4M
Employees2
Clients26
DateMar 2014
Total AUM$94.2M
Discretionary$40.8M
Non-Disc.$53.4M
Employees2
Clients26
DateApr 2013
Total AUM$75.6M
Discretionary$30.2M
Non-Disc.$45.4M
Employees2
Clients26
DateNov 2012
Total AUM$72.4M
Discretionary$16.3M
Non-Disc.$56M
Employees2
Clients26
DateOct 2012
Total AUM$72.4M
Discretionary$16.3M
Non-Disc.$56M
Employees1
Clients26
DateAug 2012
Total AUM$61.4M
Discretionary$14.7M
Non-Disc.$46.6M
Employees1
Clients26
DateJun 2012
Total AUM$62.5M
Discretionary$13.4M
Non-Disc.$49.1M
Employees1
Clients11
DateJun 2012
Total AUM$62.5M
Discretionary$13.4M
Non-Disc.$49.1M
Employees1
Clients11
DateMar 2012
Total AUM$62.5M
Discretionary$13.4M
Non-Disc.$49.1M
Employees1
Clients11
DateAug 2011
Total AUM$44.4M
Discretionary$0
Non-Disc.$44.4M
Employees5
Clients--
DateAug 2011
Total AUM$42.4M
Discretionary$0
Non-Disc.$42.4M
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--