RIA Intel›Advisers›Ohio›CARVER FINANCIAL SERVICES INC

CARVER FINANCIAL SERVICES INC

Advisory

MENTOR, OH

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM

—

Discretionary %

—

Clients

—

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—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

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

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

See plansIncluded with the Intelligence plan

Get the full picture on CARVER FINANCIAL SERVICES INC

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

Create a free account →See plans