Skip to content
CC
RIA · CRD 330834SEC-Registered

Updated:

CARRERA CAPITAL ADVISORS

CARRERA CAPITAL ADVISORS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-07-24,...

Overview

CARRERA CAPITAL ADVISORS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-07-24, it reported regulatory assets under management of $968,703,896; 1,957 advisory accounts; 13 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.

General information

Firm type

Registered Investment Adviser

Location

Region

North America

Country

United States

City

TROY

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research CARRERA CAPITAL ADVISORS in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Registered Investment Adviser profiles