Carlson Investments

Overview

Carlson Investments is an SEC registered investment adviser based in Concord, NH, registered since 1989. It reports $736M in assets under management across 893 accounts, with 14 employees. It has 8 investment adviser representatives.

Reported AUM

$736M

Discretionary

100%

Accounts

893

Average account

$824K

Employees

14

Advisory reps

8

Registered since

1989

Jurisdictions

13

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 3

• David Littlefield Carlson President, Director CRD 1956933
• James Roger Mullins Chief Compliance Officers, Director CRD 4067197
• Rosamond Chenowith Carlson Treasurer CRD 4342344

Advisory reps 3 of 8

• Daniel F Bednarczyk Investment Adviser Rep CRD 7304546
• Joseph Michael Drinon Investment Adviser Rep CRD 72053
• Kyle Ian Fellers Investment Adviser Rep CRD 4446152

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2 Capital Plz Ste 404
Concord, NH 03301

County

Merrimack

Metro area

Concord, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: carlsoninvest.com

Every state, with registration dates

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