Carson Group Investing

$2.05BAssets under management
as of May 2026 · SEC Form ADV
Omaha, NE
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Tech stack

No one at Carson Group Investing has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.6B held · filed May 2024
Fidelity
Per Form ADV · $605M held · filed May 2024