# Carr Consulting

Carr Consulting is an Asset Manager based in San Antonio, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Assets under management:** Undisclosed
- **Website:** carrconsultingpa.com

## Regulatory record

- **CRD number:** 129350
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129350

## About

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.

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

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