RIA IntelAdvisersMinnesotaCARSON CAPITAL LLC

CARSON CAPITAL LLC

Advisory

MN

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account
$104K
across 179 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$19M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.
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VALLEY VIEW MANAGEMENT CO., LLC
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