# CARSON GROUP INVESTING, LLC

CARSON GROUP INVESTING, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 291744
- Type: SEC-registered investment adviser
- SEC file number: 801-113561
- Location: 14600 BRANCH ST., OMAHA, NE, 68154
- Phone: 402-334-6270
- Latest filing: 2026-05-05
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 7
- Accounts: 15,122

## Business model

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

## Officers, owners & control persons (17)

| 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 |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 402-800-3615 |
| — | — | 1 | 402-829-1770 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291744/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291744/similar
- Related entities: https://search.stillhousedata.com/firm/291744/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291744

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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.