Carroll Investors, Inc.
Carroll Investors, Inc. is an SEC-registered ria in Mt Pleasant, SC with $221.4M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Carroll Investors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311180, SEC 801-119870, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $221.4M (2026-03-19)
- Firm type
- Ria
- Location
- Mt Pleasant, SC
- Employees
- 3
- Clients
- 88
- CRD
- 311180
- Ownership
- CARROLL, STEPHEN, DARRYL; HOWE, MARIA, MARTINO; HOWE, MARIA, BETHANY
How much AUM does Carroll Investors, Inc. have?
Carroll Investors, Inc. reported $221.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Carroll Investors, Inc.?
Disclosed owners and executives of Carroll Investors, Inc. include CARROLL, STEPHEN, DARRYL, HOWE, MARIA, MARTINO, HOWE, MARIA, BETHANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.