Data / Investment advisers / Nebraska / Carson Group Investing
Carson Group Investing, Omaha, NE: $2 billion AUM, SEC registered investment adviser
Carson Group Investing is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $2 billion in regulatory assets under management in its Form ADV filed May 5, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 291744
- SEC file number
- 801-113561
- SEC status
- Approved, effective July 9, 2018
- Legal name
- Carson Group Investing, LLC
- Main office
- 14600 Branch St., Omaha, NE 68154
- Phone
- (402) 334-6270
- Regulatory AUM
- $2,048,522,707 in the Form ADV filed May 5, 2026
- Discretionary AUM
- $2,048,522,707
- Accounts
- 15,122
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 5, 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 |
|---|---|---|
| Other investment advisers | Fewer than 5 | $2.05 billion |
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 | $2.05 billion | March 30, 2026 |
| December 1, 2025 | $1.78 billion | March 12, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| M-One Capital | Omaha | $3.77 billion | 11 | adviserinfo.sec.gov |
| Lutz Financial | Omaha | $3.19 billion | Not listed | adviserinfo.sec.gov |
| Private Wealth Asset Management | Omaha | $2.52 billion | Not listed | adviserinfo.sec.gov |
| Prodigy Asset Management LLC | Omaha | $2.44 billion | 1 | adviserinfo.sec.gov |
| Wealthplan Investment Management LLC | Omaha | $2.19 billion | 2 | adviserinfo.sec.gov |
| Tributary Capital Management, LLC | Omaha | $1.90 billion | Not listed | adviserinfo.sec.gov |
| Ironvine Capital Partners, LLC | Omaha | $1.14 billion | Not listed | adviserinfo.sec.gov |
| Wealthplan Partners | Omaha | $1.12 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving other investment advisers
- Carson Group Investing on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.