A complete list of active advisors currently associated with Carroll Advisory Group

Warmer can help you find a great advisor at Carroll Advisory Group or one who fits your needs even better.

Carroll Advisory Group provides comprehensive investment management and financial planning to individuals, high‑net‑worth clients, charitable organizations and corporations, and — unusually for a team‑style adviser — also lists insurance company clients among its client types. Services include ongoing portfolio management, retirement and estate planning, education and philanthropic planning, and business planning engagements, including project‑based work. The firm tailors advice by collecting client suitability and profile information, typically managing accounts on a discretionary basis and implementing diversified portfolios that reflect tax considerations and any client‑imposed restrictions. Carroll Advisory Group uses both fundamental and technical analysis and pursues long‑ and short‑term strategies across common stocks, bonds, mutual funds, ETFs and selected alternative investments, with formal reviews at least annually. Noteworthy features include that the firm and its personnel are insurance‑licensed and explicitly disclose a compensatory incentive to recommend insurance products, with documented suitability criteria used to mitigate that conflict. Carroll Advisory Group is a recently formed SEC‑registered adviser (initial registration in 2025) managing roughly $333 million in discretionary assets for about 200 clients with a four‑person advisory team, and it reports no minimum account size.

To learn more about the advisors currently working at Carroll Advisory Group, 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.