# Carlisle Financial Group

Carlisle Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 157415
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-13T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157415

## About

CARLISLE FINANCIAL GROUP, LLC is a state-registered investment adviser with $12 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Why is there no public information about Carlisle Financial Group?

Complete opacity can result from several factors: a deliberate privacy strategy by a family that avoids all public disclosure; a firm that operates entirely through private banking relationships rather than institutional fundraising; a legacy registration for a vehicle that never deployed capital; or an entity whose primary activities fall outside financial services. Without primary-source confirmation, the reason for the information vacuum cannot be determined.

## Related profiles

- [Kingsbrook Partners](https://altss.com/profile/kingsbrook-partners-lp)
- [Kearns and Associates](https://altss.com/profile/kearns-and-associates-llc)

---

Last updated: 2026-07-06T01:24:13.527Z

Canonical page: https://altss.com/profile/carlisle-financial-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology