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CARSON ADVISORY GROUP

ATHENS, GA · CRD 117410 · IAPD ↗ · 706-543-6578

$864.9MRegulatory AUM
7Advisory reps
7Employees
130Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CARSON ADVISORY GROUP notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — CARSON ADVISORY GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — CARSON ADVISORY GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.