CARROLL ADVISORY GROUP, LLC

CARROLL ADVISORY GROUP, LLC of TEXARKANA, TX is an SEC-registered investment adviser (CRD 334565). Regulatory assets under management: $341.1M.

Registration

• CRD: 334565
• SEC file number: 801-132029
• Type: Registered investment adviser
• Location: 4203 RICHMOND PLACE, TEXARKANA, TX, 75503
• Phone: 903-793-4014
• Latest filing: 2026-02-18
• Regulatory AUM: $341.1M
• Discretionary AUM: $332.9M
• Non-discretionary AUM: $8.1M
• Clients: 7
• Accounts: 712

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334565 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search