Carson Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carson Capital provides discretionary investment management, financial planning, consulting, and retirement plan advisory to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm also offers group educational programs — including seminars, workshops, on‑demand courses, and coaching — presented as general education rather than individualized investment advice.
The firm follows a growth‑oriented, data‑driven investment process that emphasizes risk‑based asset allocation and coordination of portfolio strategy with a client’s financial plan and cash‑flow needs. Carson Capital uses a wide range of analytical methods (including AI‑assisted tools and third‑party signals) and may recommend or allocate to alternative and speculative investments when suitable, such as private credit, interval funds, non‑traded REITs, structured notes, and digital assets.
Compared with peers, Carson Capital’s small, solo‑advisor structure manages a concentrated client base and unusually integrates ongoing public education offerings into its practice. The firm is also affiliated with a separate tax and accounting business under common ownership, enabling coordinated tax and financial planning under separate agreements — a structural relationship disclosed as a potential conflict and addressed in the firm’s policies.
Client services
Expertise
Occupation focus
Fee options
Onboarding fee generally equal to one month of ongoing advisory fee (not exceeding $5,000); fixed-fee project engagements up to $50,000
Up to 1.00% annually; certain existing clients billed up to 1.50% annually
Up to $1,000 per hour for explicit hourly consultation engagements
Main office
St. Louis Park MN
Advisors at this office
1
Most active in
Minnesota · Tennessee · Texas
Also doing business as
Carson Capital · Carson Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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