CARLSON & COMPANY FINANCIAL SERVICES, LLC
Legal name: CARLSON FINANCIAL
CRD #295907 SEC #801-113595 TOPEKA, KS (844) 227-5766
SEC Registered
Total AUM
$546.7M
Discretionary
$546.7M
Employees
27
Clients
--
Accounts
3,315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $546.7M | $546.7M | $0 | 27 | 0 |
| Dec 2024 | $508.6M | $508.6M | $0 | 27 | 0 |
| Mar 2024 | $508.6M | $508.6M | $0 | 27 | 0 |
| Mar 2023 | $342.4M | $342.4M | $0 | 27 | 0 |
| Mar 2023 | $364.3M | $364.3M | $0 | 29 | 0 |
| Mar 2022 | $364.3M | $364.3M | $0 | 29 | 0 |
| Jan 2022 | $271.9M | $271.9M | $0 | 22 | 0 |
| Jan 2022 | $271.9M | $271.9M | $0 | 22 | 0 |
| Mar 2021 | $271.9M | $271.9M | $0 | 22 | 0 |
| Jun 2020 | $201.6M | $200.9M | $733.1K | 22 | 0 |
| Jul 2019 | $146.3M | $145.7M | $542.9K | 16 | 0 |
| Mar 2019 | $146.3M | $145.7M | $542.9K | 16 | 0 |
| Dec 2018 | $101.9M | $101.6M | $380.3K | 13 | 0 |
| Dec 2018 | $101.9M | $101.6M | $380.3K | 13 | 0 |
| Nov 2018 | $101.9M | $101.6M | $380.3K | 13 | 0 |
| Jun 2018 | $0 | $0 | $0 | 13 | 0 |
DateApr 2025
Total AUM$546.7M
Discretionary$546.7M
Non-Disc.$0
Employees27
Clients0
DateDec 2024
Total AUM$508.6M
Discretionary$508.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$508.6M
Discretionary$508.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2023
Total AUM$342.4M
Discretionary$342.4M
Non-Disc.$0
Employees27
Clients0
DateMar 2023
Total AUM$364.3M
Discretionary$364.3M
Non-Disc.$0
Employees29
Clients0
DateMar 2022
Total AUM$364.3M
Discretionary$364.3M
Non-Disc.$0
Employees29
Clients0
DateJan 2022
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees22
Clients0
DateJan 2022
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$201.6M
Discretionary$200.9M
Non-Disc.$733.1K
Employees22
Clients0
DateJul 2019
Total AUM$146.3M
Discretionary$145.7M
Non-Disc.$542.9K
Employees16
Clients0
DateMar 2019
Total AUM$146.3M
Discretionary$145.7M
Non-Disc.$542.9K
Employees16
Clients0
DateDec 2018
Total AUM$101.9M
Discretionary$101.6M
Non-Disc.$380.3K
Employees13
Clients0
DateDec 2018
Total AUM$101.9M
Discretionary$101.6M
Non-Disc.$380.3K
Employees13
Clients0
DateNov 2018
Total AUM$101.9M
Discretionary$101.6M
Non-Disc.$380.3K
Employees13
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0