Carr Capital Management

Carr Capital Management provides discretionary, fee‑only investment management to individuals, estates, and trusts, and may serve select institutional or foundation clients. The firm reports managing approximately $88.7 million for about 25 client accounts and constructs diversified portfolios using primarily individual equity securities, with mutual funds and ETFs used when appropriate.

Its investment process emphasizes fundamental analysis of what it describes as “franchise” companies—seeking above‑average growth, high returns on equity, low or no debt, and steady dividend growth—with typical accounts holding 15–30 positions and generally avoiding any single position concentration above 5%. Portfolios are managed on a discretionary basis with an intended holding period of at least one year (and often indefinite ownership), and clients may impose investment restrictions; accounts are reviewed at least annually.

Distinctive features in the brochure include founders’ long institutional sales and industry‑analyst backgrounds informing a stock‑picking orientation, the firm’s independent, 100% employee‑owned structure, and a relatively small client roster given its asset base. The firm also notes established brokerage relationships (including Raymond James and InteractiveBrokers), occasional receipt of soft‑dollar research, use of the CFA Institute’s Code of Ethics, and that it does not act as custodian for client assets.