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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.
Latest 13F Filing Activity
Carson Advisory Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $157M. The fund increased holdings in Aes Corp., Microsoft Corp., International Business Machs among other positions. Carson Advisory Inc. reduced exposure to United States STL Corp. New, Alphabet Inc., Berkshire Hathaway Inc. Del among others.
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 |
| 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 |
Industry Allocation
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