CARROLL ADVISORY GROUP, LLC
Legal name: CARROLL ADVISORY GROUP
CRD #334565 SEC #801-132029 TEXARKANA, TX 903-793-4014
SEC Registered
Total AUM
$227.6M
Discretionary
$220.9M
Employees
5
Clients
0
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $227.6M | $220.9M | $6.8M | 5 | 0 |
| Jul 2025 | $227.6M | $220.9M | $6.8M | 5 | 0 |
| Apr 2025 | $0 | $0 | $0 | 6 | 0 |
| Mar 2025 | $0 | $0 | $0 | 6 | 0 |
| Mar 2025 | $0 | $0 | $0 | 6 | 0 |
| Feb 2025 | $0 | $0 | $0 | 6 | 0 |
| Feb 2025 | $0 | $0 | $0 | 6 | 0 |
| Feb 2025 | $0 | $0 | $0 | 6 | 0 |
| Jan 2025 | $0 | $0 | $0 | 6 | 0 |
DateSep 2025
Total AUM$227.6M
Discretionary$220.9M
Non-Disc.$6.8M
Employees5
Clients0
DateJul 2025
Total AUM$227.6M
Discretionary$220.9M
Non-Disc.$6.8M
Employees5
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0