# Carson Advisory Group

Carson Advisory Group is a Bank / Wealth / Trust based in Athens, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Athens, United States
- **Region:** North America
- **Address:** Athens, United States
- **Founded:** 1959
- **Assets under management:** Undisclosed
- **Website:** carsonadv.com
- **LinkedIn:** https://www.linkedin.com/company/carson-advisory

## Regulatory record

- **CRD number:** 117410
- **SEC file number:** 801-64883
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117410

## About

Carson Advisory Group was established in 1959 as a US wealth manager and registered investment adviser. The firm delivers financial planning, corporate retirement plan consulting, and portfolio management. It works with individuals, high-net-worth individuals, and other entities across the United States. No recent operational events from the last 24 months are recorded in available sources. The firm functions as a traditional registered adviser without disclosed hybrid structures or external fund vehicles.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Carson Advisory Group?

No named principals or CIOs are disclosed in available sources.

### Does Carson Advisory Group participate in fund commitments or only direct deals?

The firm provides portfolio management and retirement plan consulting; specific fund or direct deal activity is not disclosed.

## Related profiles

- [Carr's Hill Partners](https://altss.com/profile/carr-s-hill-partners)
- [CarsonAllaria Wealth Management](https://altss.com/profile/carsonallaria-wealth-management)

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

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

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