RIA Intel›Advisers›Texas›CARR CONSULTING P.A.

CARR CONSULTING P.A.

Advisory

SAN ANTONIO, TX

Data as of Jul 16, 2025 · Source: SEC Form ADV

Rank in TX

#2,722

of 2,813 advisers by AUM

Average account

$39K

across 13 accounts

AUM per adviser

$503K

1 adviser

Source: SEC Form ADV. Figures as filed Jul 16, 2025.

Total AUM

$503K

Discretionary %

100%

Clients

13

Employees

1

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$503K

Discretionary AUM$503K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

13 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

MONEY POSITIVE COOPERATIVE

$500K

INVESTA ASSET MANAGEMENT LLC

$500K

SAN ANTONIO WEALTH, LLC

$523K

ORGALLIC, LLC

MCKINNEY, TX

$482K

TURTLE CREEK WEALTHCARE, INC.

$530K

PARK 10 FINANCIAL LLC

HOUSTON, TX

$468K

Get the full picture on CARR CONSULTING P.A.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CARR CONSULTING P.A. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans