Carrington Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$106,641,125
Clients
117
Advisors
4
across 3 offices
About
Carrington Advisors serves individual investors (including high‑net‑worth clients), retirement plans, trusts, estates, charities, and business entities and generally requires a minimum account size for advisory relationships. The firm provides discretionary portfolio management, selection of third‑party managers through a Manager Platform, and financial planning services.
Its investment process is personalized and may use customized portfolios or model portfolios, combining fundamental and technical analysis with both long‑ and short‑term trading approaches as appropriate to client objectives. Implementation relies on third‑party managers and an outsourced chief investment officer to set asset allocation, conduct manager due diligence, and monitor portfolios; financial plans are produced using a contracted Certified Financial Planner whose drafts are reviewed and finalized by the firm.
Distinctive features disclosed in the brochure include several close operational relationships: the outsourced CIO is owned by a relative of the firm’s managing member, the firm’s family‑office affiliate receives fixed consulting fees from an external digital‑asset ecosystem (Maison), and certain client referrals to an insurance agency are to an entity owned by a family member of the managing member. The firm states it does not accept token allocations or revenue from Maison, may make clients aware of third‑party digital‑asset programs that clients may pursue directly, and discloses and seeks to mitigate these familial and affiliate conflicts in its advisory practices.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees range from $1,000 - $5,000, payable in advance
up to 1.95% annually (subject to negotiation)
Account minimum: $50,000
Main office
See office15770 N. Dallas Parkway, Suite 550
Dallas TX 75248
Advisors at this office
2
Offices (3)
Most active in
California · Georgia · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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