Investment adviser · CRD 291744
CARSON GROUP INVESTING
Investment adviser filing (IA)
CARSON GROUP INVESTING, LLC
OMAHA, NE, United States · Form ADV filed May 5, 2026
- Regulatory AUM
- $2.05B Form ADV · Item 5.F
- Client accounts
- 15,122 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $2,048,522,707 | 100.0% |
Filing source
Form ADV 2103281 · May 5, 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: May 5, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
14600 BRANCH ST.OMAHA, NE, 68154, United States
CRD 291744
Filing source
Form ADV 2103281 · May 5, 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.