Overview
Assets Under Management: $341 million
Headquarters: TEXARKANA, TX
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
CARROLL ADVISORY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334565), CARROLL ADVISORY GROUP is subject to fiduciary duty under federal law.
CARROLL ADVISORY GROUP is headquartered in TEXARKANA, TX.
CARROLL ADVISORY GROUP serves 92 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, CARROLL ADVISORY GROUP offers financial planning and portfolio management for individuals. View all service details ↓
CARROLL ADVISORY GROUP manages $341 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, CARROLL ADVISORY GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 712
Discretionary Accounts: 669
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 334565
Filing ID: 2055993
Last Filing Date: 2026-02-18 10:03:30