Carlson Investments
Carlson Investments is an SEC-registered wealth manager in Concord, NH with $735.5M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Carlson Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105729, SEC 801-34606, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $735.5M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Concord, NH
- Employees
- 14
- Clients
- 360
- CRD
- 105729
- Ownership
- CARLSON, ROSAMOND, CHENOWITH; MULLINS, JAMES, ROGER; CARLSON, AMY, ELIZABETH; CARLSON, PETER, DAVID; CARLSON, DAVID
How much AUM does Carlson Investments have?
Carlson Investments reported $735.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Carlson Investments?
Disclosed owners and executives of Carlson Investments include CARLSON, ROSAMOND, CHENOWITH, MULLINS, JAMES, ROGER, CARLSON, AMY, ELIZABETH, CARLSON, PETER, DAVID, CARLSON, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.