Carsons Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carsons Capital LLC is a newly registered investment adviser that offers discretionary and non-discretionary portfolio management primarily to individual clients, including high net worth investors. The firm advises on a broad range of instruments — equities, ETFs (including leveraged ETFs), options, derivatives, REITs, and money market funds — and may implement model portfolios developed by third‑party managers.
The firm combines multiple analytic approaches, including charting, technical and cyclical analysis, fundamental analysis, and modern portfolio theory, and may employ both long‑ and short‑term trading, option writing, and ESG considerations depending on client objectives. Portfolio construction is individualized, with ongoing monitoring and rebalancing; the brochure notes tax efficiency is not a primary management objective and clients are encouraged to consult tax professionals.
Noteworthy aspects for a newly registered manager include that the firm reported no assets under management or active client accounts at the time of the brochure and operates with a very small advisory team. The firm routinely requires clients to use a specified custodian (Pershing Advisor Solutions) and discloses the potential use of higher‑risk strategies and products (leveraged ETFs, derivatives, frequent trading and option strategies), a combination that is less common among newly formed, small investment managers.
Client services
Expertise
Fee options
$100,000 - $500,000: 2% Above $500,000+: 1.5%
Account minimum: $100,000 Minimum fee: $5,000 minimum fee to open and maintain an advisory account, negotiable and may be waived at discretion
Main office
New York NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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