CARSON GROUP INVESTING, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 291744). Regulatory assets under management: $2.0B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| James Clements | CHIEF COMPLIANCE OFFICER | Durango, CO |
| Miller Joseph | GENERAL COUNSEL & CORPORATE SECRETARY | Juniper, FL |
| Omani Rose Carson | FOUNDER & CHAIRMAN; PRINCIPAL | — |
| George Burton White | CHIEF EXECUTIVE OFFICER | — |
| Mark Daniel Applegarth | CHIEF FINANCIAL OFFICER | — |
| John Thomas Boyle | SVP, RIA OPERATIONS | — |
| Lantz Hunt | CHIEF OPERATIONS OFFICER | — |
| APPLEGARTH MARK DANIEL | CHIEF FINANCIAL OFFICER | — |
| CARSON RONALD LLOYD | CHIEF EXECUTIVE OFFICER; FOUNDER & CHAIRMAN; PRINCIPAL | — |
| WHITE GEORGE BURTON | CHIEF EXECUTIVE OFFICER; CHIEF STRATEGY OFFICER | — |
| SCHABEN AARON EUGENE | MANAGING DIRECTOR | — |
| TOBIN DANIEL P | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Screnar David | CHIEF FINANCIAL OFFICER | — |
| Hunt Lantz | CHIEF OPERATIONS OFFICER | — |
| Clements James | CHIEF COMPLIANCE OFFICER | — |
| Engelbart Nicholas James | CHIEF FINANCIAL OFFICER | — |
| Kristin Streff | CHIEF COMPLIANCE OFFICER | Omaha, NE |