RIA Intelligence

CARRTHAXTON FINANCIAL GROUP, LLC

Legal name: CARRTHAXTON FINANCIAL GROUP

CRD #174135 SEC #801-106513 LEXINGTON, MA (781) 861-9700
SEC Registered
Total AUM
$139.8M
Discretionary
$139.8M
Employees
6
Clients
101
Accounts
384

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2018
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
THAXTON, SCOTT, EDWARDIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
THAXTON, SCOTT, EDWARDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 11, 2018 REGISTERED

Notice Filings (14)

CA CO FL LA MA MD ME NH NJ NY PA RI VT WA

Address

420 BEDFORD STREET
SUITE 330
LEXINGTON, MA 02420
United States
Phone: (781) 861-9700