Atlanta, GA Office

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.