RIA Intel›Advisers›Virginia›CARR CAPITAL MANAGEMENT LLC

CARR CAPITAL MANAGEMENT LLC

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in VA

#470

of 588 advisers by AUM

Average account

$4M

across 25 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$89M

Discretionary %

57.3%

Clients

25

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$89M

Discretionary AUM$51M

Non-Discretionary AUM$38M

Discretionary %57.3%

Total Clients25

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMS, TN, VA

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

25 clients

9 high-net-worth

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

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Advisers of similar size in VA

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

KAPLAN WEALTH MANAGEMENT, INC.

RESTON, VA

$89M

SWIFT RUN CAPITAL MANAGEMENT, LLC

CHARLOTTESVILLE, VA

$88M

-32.2% 1Y

TREGER & ASSOCIATES LLC

$90M

+91.0% 1Y

POTOMAC WEALTH MANAGEMENT LLC

GREAT FALLS, VA

$90M

NOBLE HILL PLANNING LLC

$87M

WAYNEFIREBAUGH, INC.

ROANOKE, VA

$90M

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