Overview

Headquarters
Athens, GA
Total Firm Assets
$865 million
Average High-Net-Worth Client Portfolio Size
$1.8 million
Stated Minimum Account Size
$25,000

Recent Rankings

Barron's 2025: 5
Barron's 2024: 6

View complete rankings

Fee Disclosure

Source: CARSON ADVISORY GROUP 2026 REVISED PARTS 2A AND 2B (2026-04-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $2,000,000 1.25%
$2,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $57,500 1.15%
$10 million $95,000 0.95%
$50 million $295,000 0.59%
$100 million $545,000 0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
77.84%
Number of High-Net-Worth Clients
382
Total Client Accounts
2,213
Discretionary Accounts
2,029
Non-Discretionary Accounts
184

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
117410
  • CARSON ADVISORY GROUP 2026 REVISED PARTS 2A AND 2B (2026-04-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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