CARLISLE FINANCIAL GROUP, LLC

CARLISLE FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 157415). Regulatory assets under management: $11.9M.

Registration

• CRD: 157415
• Type: Registered investment adviser
• Phone: 978-505-5799
• Latest filing: 2026-04-13
• Regulatory AUM: $11.9M
• Discretionary AUM: $11.9M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 157415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search