# Carlin Wealth Management Group

Carlin Wealth Management Group is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** carlinwealthmanagementgroup.com
- **LinkedIn:** https://www.linkedin.com/company/carlin-wealth-management-group

## Regulatory record

- **CRD number:** 325306
- **SEC file number:** 801-127464
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325306

## About

Carlin Wealth Management Group was formed in 2023 and is headquartered in Austin, Texas. The firm operates as a wealth manager focused on serving high-net-worth individuals and families, structuring its advisory work around discrete planning modules: financial planning, education planning, and portfolio management. The firm delivers wealth-management services spanning asset allocation, portfolio construction, and family financial planning. Its service set — financial planning, education planning, and portfolio management — positions it for clients whose wealth may be concentrated in single-stock positions or business-sale proceeds, a common profile in Central Texas. No named portfolio holdings or fund-structure details are publicly disclosed. Geographic focus centers on Texas, with its Austin location providing proximity to the capital's investor community and the region's population growth. The firm's scale remains undisclosed, with no public AUM figure, employee count, or deployment total available. No additional offices, investment vehicles, or philanthropic affiliates have been identified publicly. In Texas, Carlin competes with a dense field of registered investment advisors and bank-affiliated wealth groups, though its planning-led framework distinguishes it from purely transactional brokerage models. Structurally, Carlin Wealth Management Group operates as a boutique wealth-management practice rather than a multi-family office or institutional asset manager. The planning-first architecture, organized around life-stage events like education funding and retirement planning, is a model that often retains clients through deteriorating public-market conditions — a structural differentiator from allocation-only RIAs. The firm's ownership and governance are not publicly documented.

## Questions

### Who runs investment decisions at Carlin Wealth Management Group?

The firm has not publicly disclosed its leadership team or named investment-decision makers as of 2026. In a practice of this size and vintage, founders often hold the principal advisory and CIO functions. No named executives have been identified through public record or the firm's own communications.

### What investment approach does Carlin Wealth Management Group use?

The firm's investment approach centers on portfolio management alongside financial and education planning. Specific methodologies — such as active versus passive bias, direct-indexing usage, or alternative-asset allocation — have not been publicly detailed. The Austin location and 2023 launch date suggest the firm was built during a period of elevated interest rates and public-market volatility, which often tilts new advisory practices toward diversified-model portfolios.

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Last updated: 2026-08-11T02:43:31.692Z

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