CARRERA CAPITAL ADVISORS

Legal name: CARRERA CAPITAL ADVISORS, LLC

CRD 330834File 801-130197

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$968.7M

Above cohort median (national)

Discretionary AUM

$968.7M

Clients

998

1,957 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 13, 2024
Principal office: 901 WILSHIRE DRIVE, SUITE 565, TROY, MI, 48084-5611
Phone: 248-362-5009
Website: Http://carrera-capital-advisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $968.7M
Discretionary AUM: $968.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,957
Non-discretionary accounts: 0
Total accounts: 1,957
AUM per client: $971K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$21.9M
Investment companies	1	$120.7M
Charitable organizations	Fewer than 5	$304K
High net worth individuals	239	$584.3M
Pension and profit sharing plans	23	$40.8M
Individuals (other than high net worth individuals)	718	$200.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.