Carrington Advisors, LLC logo

Carrington Advisors, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Wealth management Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning fees range from $1,000 - $5,000, payable in advance

Percentage

up to 1.95% annually (subject to negotiation)

Other

Account minimum: $50,000

Main office

See office

15770 N. Dallas Parkway, Suite 550

Dallas TX 75248

Advisors at this office

2

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

Advisors at this firm

user avatar

David S

CFP®, Series 63, Series 66

Dallas, TX

Carrington Advisors, LLC

David Schubert is a CFP® with six years of industry experience, currently serving as a financial advisor at Carrington Advisors, LLC. His prior roles include positions at The Vanguard Group, Fidelity Investments, New York Life, and ROGERS FINANCIAL GROUP. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management and financial planning services. The firm uses a personalized investment process that incorporates both fundamental and technical analysis, relying on third-party managers and an outsourced chief investment officer for asset allocation and portfolio monitoring.

General retirement planning Wealth management Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Kenneth D

Series 63, Series 65

San Diego, CA

Carrington Advisors, LLC

Kenneth Davey is a financial advisor with Carrington Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Regal Investment Advisors LLC for eight years before joining Carrington Advisors and Carrington Consulting in 2021. Outside of his advisory role, he manages a financial and insurance services firm that includes managing professional athletes and providing business and financial consulting. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management, selection of third-party managers, and financial planning services. The firm employs a personalized investment process that combines fundamental and technical analysis and utilizes third-party managers alongside an outsourced chief investment officer.

General retirement planning Wealth management Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Tyler T

Series 65

Dallas, TX

Carrington Advisors, LLC

Tyler Talman is a financial advisor at Carrington Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has held roles at Regal Investment Advisors and Sovare Solutions, among others. In addition to his advisory work, Tyler is the owner of Carrington Consulting, LLC, which provides family office services and non-investment consulting to Carrington Advisor clients, and he is a part-owner of TSM Hauling, LLC, a dump trailer rental business. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management, third-party manager selection, and financial planning services. The firm’s investment process uses both fundamental and technical analysis, combining customized and model portfolios, and employs an outsourced CIO to manage asset allocation and due diligence.

General retirement planning Wealth management Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Cinthya M

Series 65

Atlanta, GA

Carrington Advisors, LLC

Cinthya Miceli is a financial advisor at Carrington Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Carrington Advisors since 2021. Her prior roles include positions at Regal Investment Advisors, the Fuqua School of Business, and Miceli Castellon. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, typically requiring a minimum account size. The firm offers discretionary portfolio management, third-party manager selection, and financial planning services, utilizing a personalized investment approach that combines fundamental and technical analysis with both long- and short-term trading strategies.

General retirement planning Wealth management Tax strategies for small businesses Founder/Business Owner Executive
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