Carson Advisory Group

Overview

Carson Advisory Group is an SEC registered investment adviser based in Athens, GA, registered since 2006. It reports $865M in assets under management across 2,213 accounts, with 7 employees. It has 7 investment adviser representatives.

Reported AUM

$865M

Discretionary

90%

Accounts

2,213

Average account

$391K

Employees

7

Advisory reps

7

Registered since

2006

Jurisdictions

23

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

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

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Robert Howard Carson Jr President CRD 1013355
• Lindsey Adams Seagraves Chief Compliance Officer CRD 5666863
• Richard John Chester Jr Vice President CRD 2664105

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Edward D Ariail Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5755612
• Robert Howard Carson Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1013355
• Richard J Chester Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2664105

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

Location

Headquarters

470 Hill St
Athens, GA 30601

County

Clarke

Metro area

Athens-Clarke County, GA

Region

South

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: carsonadv.com

Every state, with registration dates

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