RIA Intel›Advisers›New Mexico›CARPENTER KRAIG LEE

CARPENTER KRAIG LEE

Advisory

NM

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

Average account

$41K

across 18 accounts

AUM per adviser

$249K

3 advisers

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

Total AUM

$746K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$746K

Discretionary AUM$0

Non-Discretionary AUM$746K

Discretionary %0%

Total Clients18

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, NM, TX

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

18 clients

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

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Advisers of similar size in NM

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

HANSEATIC MANAGEMENT, INC.

ALBUQUERQUE, NM

$750K

$550K

REDW STANLEY WEALTH ADVISORS, LLC

ALBUQUERQUE, NM

$1M

ROBINSON WEALTH AND FINANCIAL PLANNING LLC

$303K

SML ADVISORY LLC

$1M

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