CARRIAGE HOUSE PLANNING LLC

CARRIAGE HOUSE PLANNING LLC is an SEC-registered investment adviser (CRD 309068). Regulatory assets under management: $21.1M.

Registration

• CRD: 309068
• Type: Registered investment adviser
• Phone: 813-851-2231
• Latest filing: 2026-03-30
• Regulatory AUM: $21.1M
• Discretionary AUM: $19.8M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Fixed.

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 309068 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search