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CARRY ADVISORS LLC

BROOKLYN, NY · CRD 323620 · IAPD ↗ · carry.com · 2014720612

$180.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CARRY ADVISORS LLC notice-filed in AK, AL, KY, MO, MT, NM, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — CARRY ADVISORS LLC reported RAUM up 81% ($99.7M -> $180.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2025 — CARRY ADVISORS LLC notice-filed in AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
June 2025 — CARRY ADVISORS LLC reported RAUM up 34% ($74.5M -> $99.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — CARRY ADVISORS LLC changed its website from carrymoney.com to carry.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — CARRY ADVISORS LLC reported RAUM up 352% ($16.5M -> $74.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2024 — OCHO INVESTMENT ADVISORS, LLC is now doing business as CARRY ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
April 2024 — OCHO INVESTMENT ADVISORS, LLC changed its website from ocho.com to carrymoney.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2024 — OCHO INVESTMENT ADVISORS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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