A complete list of active advisors currently associated with Carrington Advisors, LLC

Warmer can help you find a great advisor at Carrington Advisors, LLC or one who fits your needs even better.

Carrington Advisors, LLC is a fee-based advisory firm that manages approximately $108 million across about 117 client accounts and serves individuals (including high-net-worth clients), trusts, estates, retirement plans and other entities. The firm offers discretionary portfolio management, selection of third‑party managers through a manager platform, and financial planning services produced with a contracted Certified Financial Planner. Carrington generally requires discretionary authority and constructs portfolios using customized allocations, model portfolios, and third‑party manager strategies; it monitors and rebalances accounts on an ongoing basis. The firm relies on an outsourced CIO to develop asset allocation plans, conduct manager due diligence, and implement manager and platform strategies, and it includes manager fees within its overall advisory fee arrangement — a practice that the firm discloses can create incentives when selecting managers. Noteworthy distinctions include an affiliated family‑office business that provides separate services to high‑net‑worth clients and a disclosed consulting relationship between that affiliate and an external digital‑asset ecosystem, which the firm says it does not sell or receive compensation from and which it manages through disclosure and operational separation. The firm also discloses an outsourced‑CIO relationship owned by a relative of the firm’s principal and the fact that advisory fees are directly debited (the firm arranges annual independent custody examinations), all of which are presented as operational or conflict‑management features that may be less common among similar-sized teams.

To learn more about the advisors currently working at Carrington Advisors, LLC, 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.

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