CARLTON HALL ASSET MANAGEMENT, LLC

CARLTON HALL ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 136957). Regulatory assets under management: $14.6M.

Registration

• CRD: 136957
• Type: Registered investment adviser
• Phone: 336-287-5621
• Latest filing: 2026-03-03
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136957 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search