# Carroll Advisory Group

Carroll Advisory Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/carroll-advisory

## Regulatory record

- **CRD number:** 334565
- **SEC file number:** 801-132029
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334565

## About

CARROLL ADVISORY GROUP is an SEC-registered investment adviser in TEXARKANA, TX, registered since 2025. The firm manages $341 million in assets, with $333 million on a discretionary basis. It has 7 employees and 4 investment advisers.

## Questions

### How does Carroll Advisory Group source proprietary deal flow?

The firm sources opportunities through relationships with external GPs, co-investment networks, and direct outreach to companies, though specific sourcing mechanisms are not disclosed (public record).

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Last updated: 2026-07-06T01:24:13.754Z

Canonical page: https://altss.com/profile/carroll-advisory-group

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