# CARLSON FINANCIAL, INC.

CARLSON FINANCIAL, INC. of CANBY, OR is an SEC-registered investment adviser.

## Registration

- CRD: 335831
- Type: SEC-registered investment adviser
- SEC file number: 801-134078
- Location: 266 NORTHWEST 1ST AVE, CANBY, OR, 97013
- Phone: 503-266-4848
- Latest filing: 2026-04-08
- Regulatory AUM: $318.0M
- Discretionary AUM: $318.0M
- Clients: 8
- Accounts: 1,884

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Paul Stevens Carlson | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335831/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335831/similar
- Related entities: https://search.stillhousedata.com/firm/335831/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335831

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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.