# CARLSON INVESTMENTS

CARLSON INVESTMENTS of CONCORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 105729
- Type: SEC-registered investment adviser
- SEC file number: 801-34606
- Location: TWO CAPITAL PLAZA, CONCORD, NH, 03301
- Phone: 603-224-5977
- Latest filing: 2026-03-13
- Regulatory AUM: $735.5M
- Discretionary AUM: $735.5M
- Clients: 14
- Accounts: 893

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Rosamond Chenowith Carlson | SHAREHOLDER | — |
| David Littlefield Carlson | CHAIRMAN | — |
| James Roger Mullins | PRESIDENT/CCO | — |
| CARLSON AMY ELIZABETH | OWNER | — |
| CARLSON ROSAMOND CHENOWITH | DIRECTOR; OFFICE MGR; SHAREHOLDER (+1 more) | — |
| CARLSON DAVID LITTLEFIELD | CHAIRMAN; PRESIDENT/DIRECTOR | — |
| MULLINS JAMES ROGER | CCO; CCO/DIRECTOR; CHIEF COMPLIANCE OFFICERS/DIRECTOR (+1 more) | — |
| CARLSON PETER DAVID | OWNER; PRESIDENT/DIRECTOR | — |
| MULLINS JENNIFER CARLSON | OWNER; SECRETARY | — |
| JOHNSRUD JENNIFER ANNE | PORTFOLIO MANAGER | — |
| PRESTI BRIAN JOSEPH | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105729/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105729/similar
- Related entities: https://search.stillhousedata.com/firm/105729/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105729

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.