Carlson Financial
Carlson Financial is an SEC-registered mass-market adviser in Topeka, KS with $632.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Carlson Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 295907, SEC 801-113595, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $632.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Topeka, KS
- Employees
- 29
- Clients
- 1,097
- CRD
- 295907
- Ownership
- CARLSON, CARL, R; MOYLAN, DANIEL, EUGENE; MULLER, THERESA, ANN; CARLSON FINANCIAL HOLDINGS; ORZOLEK, SUSANNAH, AMELIA
How much AUM does Carlson Financial have?
Carlson Financial reported $632.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Carlson Financial?
Disclosed owners and executives of Carlson Financial include CARLSON, CARL, R, MOYLAN, DANIEL, EUGENE, MULLER, THERESA, ANN, CARLSON FINANCIAL HOLDINGS, ORZOLEK, SUSANNAH, AMELIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.