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CARRERA CAPITAL ADVISORS
Legal name: CARRERA CAPITAL ADVISORS, LLC
CRD 330834File 801-130197
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$968.7M
Above cohort median (national)
Discretionary AUM
$968.7M
Clients
998
1,957 accounts
Employees
13
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-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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 953 | 998 | increased by45 |
| Apr 1, 2026 | AUM | $647,652,930 | $968,703,896 | increased by$321,050,966 |
| Apr 1, 2026 | Accounts | 1,461 | 1,957 | increased by496 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARRERA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARRERA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.