Carswell Investments, LLC
Carswell Investments, LLC is an SEC-registered wealth manager in East Syracuse, NY with $322.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Carswell Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158205, SEC 801-72455, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $322.5M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- East Syracuse, NY
- Employees
- 2
- Clients
- 175
- CRD
- 158205
- Ownership
- PICKARD, STEVEN, ROGER; CARSWELL FINANCIAL, LLC; DRESCHER MANAGEMENT GROUP, INC.; DRESCHER, JOHN, M. (MI ONLY); DRESCHER, PAUL, A. (MI ONLY)
How much AUM does Carswell Investments, LLC have?
Carswell Investments, LLC reported $322.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Carswell Investments, LLC?
Disclosed owners and executives of Carswell Investments, LLC include PICKARD, STEVEN, ROGER, CARSWELL FINANCIAL, LLC, DRESCHER MANAGEMENT GROUP, INC., DRESCHER, JOHN, M. (MI ONLY), DRESCHER, PAUL, A. (MI ONLY). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.