The Carroll Group, Inc.
The Carroll Group, Inc. is an SEC-registered ria with $163.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns The Carroll Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146977, SEC 801-132891, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $163.4M (2026-03-30)
- Firm type
- Ria
- Employees
- 3
- Clients
- 8
- CRD
- 146977
- Ownership
- CARROLL, JOSEPH, BARRY
How much AUM does The Carroll Group, Inc. have?
The Carroll Group, Inc. reported $163.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns The Carroll Group, Inc.?
Disclosed owners and executives of The Carroll Group, Inc. include CARROLL, JOSEPH, BARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.