CARROLL INVESTORS, INC.
CRD #311180 SEC #801-119870 MT PLEASANT, SC 843-352-4963
SEC Registered
Total AUM
$213.3M
Discretionary
$213.3M
Employees
3
Clients
0
Accounts
305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $213.3M | $213.3M | $0 | 3 | 0 |
| Jan 2025 | $150.4M | $150.4M | $0 | 3 | 0 |
| Mar 2024 | $150.4M | $150.4M | $0 | 3 | 0 |
| Mar 2023 | $102.9M | $102.9M | $0 | 3 | 0 |
| Sep 2022 | $188M | $188M | $0 | 3 | 0 |
| Aug 2022 | $188M | $188M | $0 | 3 | 0 |
| Mar 2022 | $188M | $188M | $0 | 3 | 0 |
| Jun 2021 | $190M | $190M | $0 | 2 | 0 |
| Mar 2021 | $190M | $190M | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0