CARSON ADVISORY GROUP

Legal name: CARSON ADVISORY, INC.

CRD 117410File 801-64883

APPROVED

Retail clients

Custody

Filing as of Apr 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$864.9M

Above cohort median (national)

Discretionary AUM

$776.0M

Non-discretionary $88.9M

Clients

957

2,213 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 3, 2006
Principal office: 470 HILL ST., ATHENS, GA, 30601
Phone: 706-543-6578
Website: https://www.facebook.com/carsonadvisorygroup/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $864.9M
Discretionary AUM: $776.0M
Non-discretionary AUM: $88.9M
Discretionary accounts: 2,029
Non-discretionary accounts: 184
Total accounts: 2,213
AUM per client: $904K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$2.4M
Charitable organizations	16	$16.1M
High net worth individuals	382	$673.2M
Pension and profit sharing plans	2	$2.9M
Individuals (other than high net worth individuals)	551	$170.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.