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RAYMOND JAMES INVESTMENT MANAGEMENT

Legal name: CARILLON TOWER ADVISERS, INC.

CRD 174904File 801-100356
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.86B
Top 10% of cohort (national)
Discretionary AUM
$16.86B
Clients
5
5 accounts
Employees
175
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Jul 6, 2015
Principal office
780 CARILLON PARKWAY, ST PETERSBURG, FL, 33716
Phone
800-521-1195

Assets & accounts

ADV Item 5F
Total regulatory AUM
$16.86B
Discretionary AUM
$16.86B
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$3.37B

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$16.86B
High net worth individualsFewer than 5$317K
Pooled investment vehicles2$362K
Individuals (other than high net worth individuals)Fewer than 5$294K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • 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
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.