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DTCARSON ASSET MANAGEMENT

Advisory

CA

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

Rank in CA
#5,335
of 5,480 advisers by AUM
Average account
$79K
across 7 accounts
AUM per adviser
$550K
1 adviser

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

Total AUM
$550K
Discretionary %
100%
Clients
7
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$550K
Discretionary AUM$550K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, FL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

FLINTRIDGE CAPITAL INVESTMENTS, LLC
PASADENA, CA
$555K
-38.4% 1Y
WJ CONSULTING LLC
$545K
WALKER CHANDRIGA
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$558K
STEVEN TOOMEY ENTERPRISES, LLC
$541K
99RISES INC.
PLEASANTON, CA
$539K
+97.0% 1Y
VIDAL, MICHAEL ANTHONY DBA SELECT INVESTMENT SERVICES
SANTA BARBARA, CA
$539K

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