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Carlson Capital
Carlson Capital, led by founder Carl Carlson, is a fiduciary RIA based in Dallas offering retirement planning for clients 50+ across six US offices.
Carlson Capital
Carlson Capital is an SEC-registered investment adviser in Dallas, TX, registered since 2001. The firm manages $429 million in assets. It has 26 employees and 10 investment advisers.
General information
Firm type
RIA
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Additional offices
Colorado Springs, CO · Overland Park, KS · Topeka, KS · Richmond, VA · Virginia Beach, VA
Principals
Carl Carlson
CEO & Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Carlson Capital?
Carl Carlson is CEO and Founder. The firm states it follows a fiduciary model, meaning it puts client interests first and does not push specific products (per the firm website).
How does Carlson Capital source proprietary deal flow?
Carlson Financial does not claim proprietary deal flow. It focuses on retirement planning and uses a fiduciary approach, selecting from publicly available investment and insurance products based on client financial plans.
Is Carlson Capital structured as a single family office or does it operate more like a venture firm?
Carlson Capital operates as an RIA (registered investment advisor) focused on retirement planning for individuals age 50 and older. It is not a family office or venture firm. It offers advisory services including investment planning, tax planning, and insurance strategies.
Does Carlson Capital participate in fund commitments or only direct deals?
Carlson Financial does not publicly disclose fund commitments. Its services focus on retirement income planning, investments, and insurance products for individual clients.
What investment stages does Carlson Capital typically target?
Carlson Financial targets clients who are starting to plan for retirement, nearing retirement, or already retired. Its investment approach is not stage-based in the traditional venture sense but rather lifecycle-based for wealth management.
Which sectors does Carlson Capital explicitly avoid?
The firm does not publicly list any sectors it avoids. Given its focus on retirement planning, it likely deals in a range of publicly available investment and insurance products.
Where does the underlying wealth come from?
The firm serves clients who are age 50 and older, often those who have accumulated assets through their careers. Carlson himself grew up on a farm in Kansas and started the firm after working at large wealth management firms.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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