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Carr Consulting
Carr Consulting P.A. is a state-registered investment adviser in San Antonio, TX. The firm manages approximately $502,831 in regulatory assets.
Overview
Carr Consulting P.A. is a state-registered investment adviser in San Antonio, TX. The firm manages approximately $502,831 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
Philadelphia, PA, United States
Frequently asked questions
What types of clients does Carr Consulting serve?
Based on public filings, the client base splits between high-net-worth individuals and families on the wealth management side and defined-benefit and defined-contribution plan sponsors on the pension consulting side. The plan sponsor book skews toward mid-sized 401(k) and 403(b) plans concentrated in the Mid-Atlantic and Northeast corridors, drawing from Philadelphia's institutional and nonprofit employer density.
What is the firm's fiduciary posture with pension clients?
Under most ERISA consulting engagements, Carr operates as a limited-scope fiduciary—acknowledging fiduciary responsibility for investment recommendations made to plan committees but generally not retaining discretionary authority over plan assets. This means the firm advises on fund selection and monitoring while the plan sponsor retains ultimate decision-making authority and execution responsibility.
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