RIA Intel›Advisers›Florida›CARRIAGE HOUSE PLANNING LLC

CARRIAGE HOUSE PLANNING LLC

Advisory

FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#1,979

of 2,610 advisers by AUM

Average account

$232K

across 91 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$20M

Non-Discretionary AUM$1M

Discretionary %93.6%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, KY, 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 FL

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

FARRAR WEALTH MANAGEMENT, LLC

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BUSSEL ASSET MANAGEMENT, LLC

$21M

FORTUNA INVESTORS LLC

$21M

SORSBY FINANCIAL CORP.

BONITA SPRINGS, FL

$21M

ROLLINGWAVE CAPITAL LLC

PALM BEACH GARDENS, FL

$21M

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