Single Family OfficeRIA · CRD 152211SEC-Registered

Updated:

Carroll Wealth Management

Carroll Wealth Management Inc. is an SEC-registered investment adviser in Chesterfield, MO.

Carroll Wealth Management

Carroll Wealth Management Inc. is an SEC-registered investment adviser in Chesterfield, MO. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Under $500M (Altss estimate)

Location

Region

North America

Country

United States

City

Chesterfield

Corporate office

Baltimore, MD, United States

Principals

Multiple Carroll family members

Principals

Sector focus

Real EstatePrivate CreditDiversified

Frequently asked questions

Who runs investment decisions at Carroll Wealth Management?

Investment decisions are managed by principals of the Carroll family, though no named individuals or specific titles are publicly available (per public record). The firm maintains a low public profile.

What is the wealth origin of the Carroll family?

Wealth origin is not explicitly disclosed, but the Carroll name in Baltimore is historically associated with real estate and diversified business interests (per public record). The family office structure suggests long-standing multi-generational capital.

What investment strategy does the firm follow?

Carroll Wealth Management employs a multi-asset strategy focused on real estate, private credit, and publicly traded securities. The firm favors direct investments in income-generating assets alongside allocations to external fund managers.

Is the firm open to co-investments or partnerships?

There is no public information suggesting that Carroll Wealth Management actively seeks co-investment partnerships with outside parties. The firm operates as a traditional single-family office prioritizing privacy.

Does the firm maintain any philanthropic or foundation structures?

No separate philanthropic entity or foundation has been publicly identified for the Carroll family in connection with this office. Any philanthropic activity is likely conducted privately.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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