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CARRERA CAPITAL ADVISORS

TROY, MI · CRD 330834 · IAPD ↗ · carrera-capital-advisors.com · 248-362-5009

$968.7MRegulatory AUM
12Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CARRERA CAPITAL ADVISORS notice-filed in AZ, MN, OR, TN, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — CARRERA CAPITAL ADVISORS reported RAUM up 50% ($647.7M -> $968.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2026 — CARRERA CAPITAL ADVISORS grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2025 — CARRERA CAPITAL ADVISORS changed its website from carreraadviser.com to carrera-capital-advisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — CARRERA CAPITAL ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2025 — CARRERA CAPITAL ADVISORS grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
October 2024 — CARRERA CAPITAL ADVISORS notice-filed in CA, FL, GA, IL, MD, NC, NY, OH, OK, TX, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
October 2024 — CARRERA CAPITAL ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2024 — CARRERA CAPITAL ADVISORS (TROY, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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