A complete list of active advisors currently associated with Carlson Investments

Warmer can help you find a great advisor at Carlson Investments or one who fits your needs even better.

D.L. Carlson Investment Group, Inc. is a fee‑only investment management firm founded in 1989 that provides personalized investment supervisory (asset management) and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, employee benefit plans and businesses. As of December 31, 2024 the firm reported managing approximately $698.4 million in client assets for roughly 369 clients, with the substantial majority managed on a discretionary basis. The firm documents client goals and creates investment policy statements to guide tailored Equity, Balanced, or Fixed Income portfolios and conducts regular reviews and client contacts (at least quarterly). Investment selection is primarily driven by fundamental analysis and the firm employs a range of strategies—including long‑ and short‑term purchases, trading, margin transactions and option writing—with trades executed under a limited power of attorney and custodial statements provided directly to clients. What distinguishes the firm from many peers is that it makes performance results available, a practice that is relatively uncommon among similar advisory teams, and it operates strictly as a fee‑only, non‑commission practice that does not sell financial products. The brochure also discloses employee ownership, a standalone flat fee financial planning option (with planning included for households above a certain AUM threshold), and the firm’s use of disclosed third‑party solicitation arrangements for client referrals.

To learn more about the advisors currently working at Carlson Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.