CARLSON FINANCIAL, INC.

CARLSON FINANCIAL, INC. of CANBY, OR is an SEC-registered investment adviser (CRD 335831). Regulatory assets under management: $318.0M.

Registration

• CRD: 335831
• SEC file number: 801-134078
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 335831 on SEC IAPD (source of record)
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