RIA Intel›Advisers›Massachusetts›CARLISLE FINANCIAL GROUP, LLC

CARLISLE FINANCIAL GROUP, LLC

Advisory

MA

Data as of Apr 13, 2026 · Source: SEC Form ADV

Rank in MA

#1,429

of 1,590 advisers by AUM

Average account

$494K

across 24 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 13, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CARLSON PLANNING COMPANY, LLC

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