CARSON GROUP INVESTING, LLC
Legal name: CARSON GROUP INVESTING
CRD #291744 SEC #801-113561 OMAHA, NE 402-334-6270
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
7
Clients
--
Accounts
14,187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 7 | 0 |
| Jan 2025 | $2B | $2B | $0 | 7 | 0 |
| May 2024 | $2B | $2B | $0 | 7 | 0 |
| Apr 2024 | $2B | $2B | $0 | 7 | 0 |
| Mar 2024 | $2B | $2B | $0 | 7 | 0 |
| Oct 2023 | $2.3B | $2.3B | $0 | 7 | 0 |
| Sep 2023 | $2.3B | $2.3B | $0 | 7 | 0 |
| Apr 2023 | $2.3B | $2.3B | $0 | 7 | 0 |
| Mar 2023 | $2.3B | $2.3B | $0 | 7 | 0 |
| Aug 2022 | $2.2B | $2.2B | $0 | 6 | 0 |
| Jun 2022 | $2.6B | $2.6B | $0 | 6 | 0 |
| Mar 2022 | $2.6B | $2.6B | $0 | 6 | 0 |
| Aug 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Jun 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Jun 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Jun 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Apr 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Apr 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Mar 2021 | $2.1B | $2.1B | $0 | 7 | 0 |
| Sep 2020 | $1.5B | $1.5B | $0 | 11 | 0 |
| Aug 2020 | $1.5B | $1.5B | $0 | 11 | 0 |
| May 2020 | $1.5B | $1.5B | $0 | 11 | 0 |
| Apr 2020 | $1.5B | $1.5B | $0 | 11 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 11 | 0 |
| Oct 2019 | $183.1M | $183.1M | $0 | 8 | 0 |
| Oct 2019 | $183.1M | $183.1M | $0 | 8 | 0 |
| Aug 2019 | $183.1M | $183.1M | $0 | 8 | 0 |
| Jul 2019 | $183.1M | $183.1M | $0 | 8 | 0 |
| Jul 2019 | $183.1M | $183.1M | $0 | 8 | 0 |
| Mar 2019 | $183.1M | $183.1M | $0 | 8 | 0 |
| Mar 2019 | $0 | $0 | $0 | 10 | 0 |
| Jul 2018 | $0 | $0 | $0 | 10 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
| Jun 2018 | $0 | $0 | $0 | 11 | 0 |
| Jun 2018 | $0 | $0 | $0 | 11 | 0 |
| Jun 2018 | $0 | $0 | $0 | 11 | 0 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0