Investment adviser · CRD 334565
CARROLL ADVISORY GROUP
Investment adviser filing (IA)
CARROLL ADVISORY GROUP, LLC
TEXARKANA, TX, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $341M Form ADV · Item 5.F
- Client accounts
- 712 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 92 | $277,921,903 | 81.5% |
| Individuals | 110 | $50,462,240 | 14.8% |
| Insurance companies | 42 | $7,583,178 | 2.2% |
| Charities | Fewer than 5 | $4,239,100 | 1.2% |
| Retirement plans | 5 | $851,736 | 0.2% |
Filing source
Form ADV 2055993 · Feb 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4203 RICHMOND PLACETEXARKANA, TX, 75503, United States
CRD 334565
Filing source
Form ADV 2055993 · Feb 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.