CARVALHO INVESTMENT GROUP, LLC

CARVALHO INVESTMENT GROUP, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 312231). Regulatory assets under management: $6.2M.

Registration

• CRD: 312231
• Type: Registered investment adviser
• Location: 111 CONGRESS AVENUE, AUSTIN, TX, 78701
• Phone: 806-283-4862
• Latest filing: 2026-03-06
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 16

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 312231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search