Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Carrington Advisors, LLC
Supported
Firm-wide stats for Carrington Advisors, LLC
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.
Based on Carrington Advisors, LLC
Expertise
Based on Carrington Advisors, LLC
Location
15770 N. Dallas Parkway, Suite 550
Dallas TX 75248
Advisors at this office
2
Advisors at this office
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)