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Carson Capital LLC
Carson Capital LLC is a registered investment adviser that provides full-service financial planning, investment management, and coaching for growth-minded families and individuals. Operating as a fiduciary, the firm offers ongoing wealth management and comprehensive financial strategies covering cash flow, investments, estate planning, taxes, and debt.
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Carson Capital LLC at a glance
Carson Capital LLC is a financial services company headquartered in United States. It has raised at least $9M across the 2 funding rounds on record. Its most recent funding round raised $8.5M in August 2023. Xcout tracks 1 named person at Carson Capital LLC, including Donovan Carson (Owner).
Carson Capital LLC leadership
- Donovan CarsonOwner
Carson Capital LLC funding rounds
At least $9M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $8.5M | — | |
| SEC Form D filing | $451,875 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Carson Capital LLC competitors
A few of Carson Capital LLC's closest competitors — see the full list of competitors and alternatives →
Cambridge Financial Group, Inc. is a fiduciary financial planning firm that provides comprehensive, life-centered wealth planning services. The company serves individual clients by offering tailored advice on investments, tax strategy, debt reduction, cash flow management, and stock option planning.
Collaborative Capital Advisors provides tailored wealth management solutions, including investment services, family office services, and philanthropic advisory. The firm serves families, finance leaders, and entrepreneurs seeking multi-generational impact through public and private market opportunities, wealth transfer support, and strategic giving execution.
Atlas Capital Advisors LLC is an independent, fee-only registered investment advisor that provides wealth management and financial planning services. Operating as a fiduciary, the firm serves individuals, families, trusts, foundations, and businesses by designing and managing tax-sensitive, evidence-based investment portfolios.
Cedar Capital Group provides independent, fee-only financial planning and investment management services to individual clients. Operating as a fiduciary, the firm offers personalized retirement income planning, social security optimization, investment risk profiling, and portfolio management.
Glassy Mountain Holdings, LLC provides financial planning, investment management, and retirement planning services to individuals, business owners, executives, and professionals. Operating as a fiduciary, the firm uses a personalized approach to help clients organize their finances and achieve long-term financial confidence.
Encore Wealth, LLC is a fee-only fiduciary firm that provides comprehensive financial planning and wealth management services to individuals and families. The company offers integrated advice covering investments, tax minimization, insurance, retirement, and estate planning through a client-centered advisory approach.
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More on Carson Capital LLC in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 2 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access