# CARLSON INVESTMENTS

CARLSON INVESTMENTS is a Registered Investment Adviser based in CONCORD, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** CONCORD, United States
- **Region:** North America

## Regulatory record

- **CRD number:** 105729
- **SEC file number:** 801-34606
- **Registration status:** Registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-08-25

## About

CARLSON INVESTMENTS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-08-25, it reported regulatory assets under management of $735,526,470; 893 advisory accounts; 14 employees; services including Financial planning, Portfolio management for individuals and small businesses, Portfolio management for businesses and institutional clients. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.

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Updated: 2026-10-23T03:03:04Z

Canonical page: https://altss.com/profile/carlson-investments

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