Carson Advisory Inc.
Carson Advisory Inc. is a Georgia-based registered investment adviser headquartered in Athens, GA. The firm was incorporated in 2000 and primarily serves high net worth individuals, individual investors, and some charitable organizations. With approximately 8 employees, it provides discretionary and non-discretionary portfolio management services, managing over 2,100 accounts. Its president is Robert Howard Carson.
Investment Strategy
Carson Advisory Inc. provides portfolio management services with a focus on both high net worth individuals and individual investors, allocating client assets primarily across U.S. equities. Their Form ADV filings and recent SEC reports indicate a strategy emphasizing diversified investments in blue-chip corporations, utilities, and technology sectors, with a majority of accounts managed on a discretionary basis. The firm invests with an objective to achieve long-term capital appreciation and income through customized investment solutions.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGO | CAPITAL GROUP GBL GROWTH EQT | 4.60% | $7.2M | 226,189 | $21.28 | $31.97 | +$825.3K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.46% | $7.0M | 14,444 | $314.63 | $485.77 | -$642.6K |
S SO | SOUTHERN CO | 4.03% | $6.3M | 69,033 | $68.99 | $91.83 | -$42.9K |
T TCAF | T ROWE PRICE ETF INC | 3.70% | $5.8M | 165,144 | $29.39 | $35.28 | +$657.5K |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.78% | $4.4M | 14,820 | $149.28 | $294.78 | +$827.7K |