Overview
Assets Under Management: $150 million
Headquarters: MT PLEASANT, SC
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Frequently Asked Questions
CARROLL INVESTORS, INC. 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 #311180), CARROLL INVESTORS, INC. is subject to fiduciary duty under federal law.
CARROLL INVESTORS, INC. is headquartered in MT PLEASANT, SC.
CARROLL INVESTORS, INC. serves 50 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, CARROLL INVESTORS, INC. offers portfolio management for individuals. View all service details ↓
CARROLL INVESTORS, INC. manages $150 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, CARROLL INVESTORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 311180
Last Filing Date: 2025-01-17 00:00:00
Website: https://carrollinvestors.com