DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CARSON ADVISORY GROUP

CARSON ADVISORY, INC., CRD 117410

ATHENS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:899f79fd-945e-afef-bfd6-b75632936075

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Mar 23, 2012 to Apr 24, 2026
54 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=7.0
Regulatory AUM: $865MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $776M
Private client RAUM: $843MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $124Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,213
Individual clients: 551
High net worth clients: 382
Custody, client assets: $979,312
SEC number: 801-64883
CIK: 1909304
CRD: 117410
Filings on the tape: 54
First filed: Mar 23, 2012
Latest filed: Apr 24, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT HOWARD CARSON	n/a	ATHENS, GA	21	45	n/a	yes
RICHARD JOHN CHESTER	n/a	ATHENS, GA	21	31	n/a	yes
KEVIN PATRICK WILSON	Certified Financial Planner	ATHENS, GA	14	16	1	yes
EDWARD DENTON ARIAIL	n/a	ATHENS, GA	14	16	1	yes
LINDSEY ADAMS SEAGRAVES	n/a	ATHENS, GA	11	17	n/a	yes
DANIEL FRANCIS MOSSERI	n/a	ATHENS, GA	5	13	1	yes
Cesar Anibal Garcia Ortiz	Chartered Financial Analyst	ATHENS, GA	2	13	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARSON, ROBERT, HOWARD	President	E	yes	01/2000	Mar 23, 2012	Nov 5, 2024
Chester, Richard, John	VICE PRESIDENT	B	yes	01/2022	Mar 25, 2022	Nov 5, 2024
WILSON, KEVIN, PATRICK	Secretary	A	yes	01/2022	Mar 25, 2022	Nov 5, 2024
SEAGRAVES, LINDSEY, ADAMS	CHIEF COMPLIANCE OFFICER	Na	no	03/2020	Mar 31, 2020	Nov 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$865M	$776M	7	7	0	n/a	n/a
2024	Mar 28, 2025	$772M	$681M	8	8	0	n/a	n/a
2023	Mar 27, 2024	$695M	$612M	9	9	0	n/a	n/a
2022	Mar 29, 2023	$600M	$522M	8	8	0	n/a	n/a
2021	Mar 25, 2022	$694M	$598M	8	8	0	n/a	n/a
2020	Mar 29, 2021	$572M	$465M	7	7	0	n/a	n/a
2019	Mar 30, 2020	$513M	$428M	6	5	0	n/a	n/a
2018	Mar 28, 2019	$447M	$341M	6	5	0	n/a	n/a
2017	Mar 28, 2018	$432M	$335M	6	5	0	n/a	n/a
2016	Mar 30, 2017	$401M	$270M	6	5	n/a	n/a	n/a
2015	Mar 17, 2016	$350M	$230M	7	6	n/a	n/a	n/a
2014	Mar 27, 2015	$343M	$161M	8	7	n/a	n/a	n/a
2013	Mar 27, 2014	$361M	$9.7M	6	6	n/a	n/a	n/a
2012	Feb 26, 2013	$229M	$0	7	7	n/a	n/a	n/a
2011	Mar 23, 2012	$205M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	14.3%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$865M	$772M	12.1%	$600M	12.9%	7	8	0	0

Relationships

Registered with (13)

← Cesar Anibal Garcia OrtizAdvisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV
← DANIEL FRANCIS MOSSERIAdvisorregistration: current employment
Nov 9, 2020 to presentfactForm ADV
← LINDSEY ADAMS SEAGRAVESAdvisorregistration: current employment
Apr 27, 2015 to presentfactForm ADV
← EDWARD DENTON ARIAILAdvisorregistration: current employment
Apr 16, 2012 to presentfactForm ADV
← KEVIN PATRICK WILSONAdvisorregistration: current employment
Jan 17, 2012 to presentfactForm ADV
← RICHARD JOHN CHESTERAdvisorregistration: current employment
Mar 23, 2005 to presentfactForm ADV
← ROBERT HOWARD CARSONAdvisorregistration: current employment
Jan 20, 2005 to presentfactForm ADV
← William Isaac BrownAdvisorregistration: previous registration
Jun 12, 2023 to Apr 1, 2026factForm ADV
← FREDRICK ALAN DAWSONAdvisorregistration: previous registration
Mar 2, 2021 to Oct 23, 2024factForm ADV
← Charlotte HalmoAdvisorregistration: previous registration
Feb 21, 2022 to Apr 12, 2023factForm ADV
← JAMES LESTER GILLISAdvisorregistration: previous registration
Jun 30, 2009 to Jun 19, 2020factForm ADV
← Jason ParkerAdvisorregistration: previous registration
May 12, 2014 to Mar 9, 2017factForm ADV
← MAIA DEVON THOMASAdvisorregistration: previous registration
Mar 29, 2005 to Nov 21, 2008factForm ADV

Controls (3)

← CARSON, ROBERT, HOWARDOwnerPRESIDENT, ownership code E, individual
Mar 23, 2012 to Nov 5, 2024factForm ADV
← Chester, Richard, JohnOwnerVICE PRESIDENT, ownership code B, individual
Mar 25, 2022 to Nov 5, 2024factForm ADV
← WILSON, KEVIN, PATRICKOwnerSECRETARY, ownership code A, individual
Mar 25, 2022 to Nov 5, 2024factForm ADV

Owns (1)

← SEAGRAVES, LINDSEY, ADAMSOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2020 to Nov 5, 2024factForm ADV

Dated events

Occurred
Apr 1, 2026
Advisor changed firm
William Isaac Brown left Carson Advisory Group for Nationwide Investment Advisors, Llc (registered 2026-03-24)
Form ADVobserved 3 days ago
Occurred
Oct 23, 2024
Advisor changed firm
Fredrick Alan Dawson left Carson Advisory Group for Ifg Advisory, Llc (registered 2024-10-09)
Form ADVobserved 3 days ago
Occurred
Apr 12, 2023
Advisor changed firm
Charlotte Halmo left Carson Advisory Group for M1 Advisory (registered 2023-04-18)
Form ADVobserved 3 days ago
Occurred
Mar 25, 2022
Control person joined
John Richard Chester (Vice President) appeared on Schedule A of Carson Advisory Group
Form ADVobserved 3 days ago
Occurred
Mar 25, 2022
Control person joined
Patrick Kevin Wilson (Secretary) appeared on Schedule A of Carson Advisory Group
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:899f79fd-945e-afef-bfd6-b75632936075
First observed: Mar 23, 2012
Last observed: Apr 24, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CARSON ADVISORY GROUP

CARSON ADVISORY, INC., CRD 117410

ATHENS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:899f79fd-945e-afef-bfd6-b75632936075

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT HOWARD CARSON

n/a

ATHENS, GA

n/a

yes

RICHARD JOHN CHESTER

n/a

ATHENS, GA

n/a

yes

KEVIN PATRICK WILSON

Certified Financial Planner

ATHENS, GA

yes

EDWARD DENTON ARIAIL

n/a

ATHENS, GA

yes

LINDSEY ADAMS SEAGRAVES

n/a

ATHENS, GA

n/a

yes

DANIEL FRANCIS MOSSERI

n/a

ATHENS, GA

yes

Cesar Anibal Garcia Ortiz

Chartered Financial Analyst

ATHENS, GA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARSON, ROBERT, HOWARD

President

yes

01/2000

Mar 23, 2012

Nov 5, 2024

Chester, Richard, John

VICE PRESIDENT

yes

01/2022

Mar 25, 2022

Nov 5, 2024

WILSON, KEVIN, PATRICK

Secretary

yes

01/2022

Mar 25, 2022

Nov 5, 2024

SEAGRAVES, LINDSEY, ADAMS

CHIEF COMPLIANCE OFFICER

03/2020

Mar 31, 2020

Nov 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$865M

$776M

n/a

2024

Mar 28, 2025

$772M

$681M

n/a

2023

Mar 27, 2024

$695M

$612M

n/a

2022

Mar 29, 2023

$600M

$522M

n/a

2021

Mar 25, 2022

$694M

$598M

n/a

2020

Mar 29, 2021

$572M

$465M

n/a

2019

Mar 30, 2020

$513M

$428M

n/a

2018

Mar 28, 2019

$447M

$341M

n/a

2017

Mar 28, 2018

$432M

$335M

n/a

2016

Mar 30, 2017

$401M

$270M

n/a

2015

Mar 17, 2016

$350M

$230M

n/a

2014

Mar 27, 2015

$343M

$161M

n/a

2013

Mar 27, 2014

$361M

$9.7M

n/a

2012

Feb 26, 2013

$229M

n/a

2011

Mar 23, 2012

$205M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$865M

$772M

12.1%

$600M

12.9%