# Carlson Capital

Carlson Capital is a RIA based in Dallas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** www.carlsonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/carlson-capital-l.p.

## Regulatory record

- **CRD number:** 118156
- **SEC file number:** 801-60758
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118156

## About

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.

## Sectors

- Wealth Management
- Retirement Planning

## Offices

- Colorado Springs, CO
- Overland Park, KS
- Topeka, KS
- Richmond, VA
- Virginia Beach, VA

## People

- Carl Carlson — CEO & Founder

## 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.

### 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.

## Related profiles

- [aden + anais](https://altss.com/profile/aden-anais)

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Last updated: 2026-06-03T20:00:00.000Z

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