Data / Investment advisers / Michigan / Carrera Capital Advisors
Carrera Capital Advisors, Troy, MI: $969 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Carrera Capital Advisors is an SEC registered investment adviser with its main office in Troy, Michigan and reports $969 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Carrera Capital Advisors (CRD number 330834): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 330834
- SEC file number
- 801-130197
- SEC status
- Approved, effective May 13, 2024
- Legal name
- Carrera Capital Advisors, LLC
- Main office
- 901 Wilshire Drive Suite 565, Troy, MI 48084
- Phone
- (248) 362-5009
- Website
- carrera-capital-advisors.com
- Regulatory AUM
- $968,703,896 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $968,703,896
- Accounts
- 1,957
- Employees
- 13, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 239 | $584.3 million |
| Individuals (other than high net worth individuals) | 718 | $200.6 million |
| Investment companies | 1 | $120.7 million |
| Pension and profit sharing plans | 23 | $40.8 million |
| Corporations or other businesses | 16 | $21.9 million |
| Charitable organizations | 1 | $304,412 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $968.7 million | March 16, 2026 |
| December 1, 2025 | $647.7 million | September 17, 2025 |
Other advisers in Troy
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jay a. Fishman, LTD | Troy | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Straightline | Troy | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Isto Advisors, LLC | Troy | $1.06 billion | Not listed | adviserinfo.sec.gov |
| William Mack & Associates Inc | Troy | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Secure Asset Management, L.L.C. | Troy | $870.6 million | Not listed | adviserinfo.sec.gov |
| Baron Wealth Management, LLC | Troy | $846.8 million | Not listed | adviserinfo.sec.gov |
| Arbor Wealth Advisors LLC | Troy | $657.7 million | Not listed | adviserinfo.sec.gov |
| Fsa Advisors, Inc. | Troy | $573.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Troy, MI
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Carrera Capital Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.