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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CARRERA CAPITAL ADVISORS

CARRERA CAPITAL ADVISORS, LLC, CRD 330834

TROY, MI

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:ea02b797-ab7f-d2a3-f4d7-fb85239f6551

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Apr 2, 2024 to Jul 24, 2026
9 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=0.81 fund_share=0.12 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $969MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $969M
Private client RAUM: $785MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,957
Individual clients: 718
High net worth clients: 239
SEC number: 801-130197
CRD: 330834
Filings on the tape: 9
First filed: Apr 2, 2024
Latest filed: Jul 24, 2026
Organised: Limited Liability Company, MI
Website: carrera-capital-advisors.com

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
STEVEN GEOFFREY LANE	Certified Financial Planner\|Chartered Financial Consultant	TROY, MI	2	25	n/a	no
Keith Nichol	n/a	TROY, MI	2	12	n/a	no
Jacob Andrew Raska	n/a	TROY, MI	2	11	n/a	no
Anthony Sellors	n/a	TROY, MI	2	13	n/a	no
MARTIN LEWIS SCHMIDT	Certified Financial Planner\|Chartered Financial Consultant	TROY, MI	1	42	1	no
Daniel Richmond	n/a	TROY, MI \| Rochester Hills, MI	1	10	2	no
Madison E Clement	n/a	TROY, MI	1	14	1	no
Devin Ellis	n/a	TROY, MI	0	12	1	no
Bryan David Franco	Chartered Financial Analyst	TROY, MI	0	16	6	no

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
JAKE RASKA LLC	Member	C	yes	05/2022	Jul 24, 2026	Jul 24, 2026
KN SEVEN, LLC	Member	D	yes	05/2022	Jul 24, 2026	Jul 24, 2026
Nichol, Keith	PRESIDENT & CEO	Na	yes	03/2024	Jul 24, 2026	Jul 24, 2026
Raska, Jacob, Andrew	MANAGING PARTNER	Na	yes	03/2024	Jul 24, 2026	Jul 24, 2026
Nichol, Keith	Member	E	yes	07/2022	Apr 2, 2024	Sep 10, 2024
PETTIT, KENTON, KELLER	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Apr 2, 2024	Sep 10, 2024
Raska, Jacob, Andrew	Member	E	yes	07/2022	Apr 2, 2024	Sep 10, 2024
SCHMIDT, MARTIN, LEWIS	Member	E	yes	07/2022	Apr 2, 2024	Sep 10, 2024
SCHMIDT, MARTIN, LEWIS	Partner	Na	yes	03/2024	Apr 2, 2024	Sep 10, 2024
Abdul-Basser, Musa, Bin Hasan	CHIEF COMPLIANCE OFFICER	Na	no	03/2025	Jul 24, 2026	Jul 24, 2026
MARTIN L. SCHMIDT, LLC	Member	B	no	05/2022	Apr 2, 2024	Sep 10, 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 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$969M	$969M	13	12	0	n/a	n/a
2024	Mar 31, 2025	$648M	$648M	13	9	0	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
2	1	1	11.1%	0	0	0	5	1

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	$969M	$648M	49.6%	n/a	n/a	13	13	0	0

Relationships

Registered with (10)

← Bryan David FrancoAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← Devin EllisAdvisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
← Madison E ClementAdvisorregistration: current employment
Jan 27, 2025 to presentfactForm ADV
← Daniel RichmondAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← MARTIN LEWIS SCHMIDTAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Anthony SellorsAdvisorregistration: current employment
Jul 2, 2024 to presentfactForm ADV
← STEVEN GEOFFREY LANEAdvisorregistration: current employment
May 20, 2024 to presentfactForm ADV
← Keith NicholAdvisorregistration: current employment
May 20, 2024 to presentfactForm ADV
← Jacob Andrew RaskaAdvisorregistration: current employment
May 20, 2024 to presentfactForm ADV
← Drake Alexander ReidAdvisorregistration: previous registration
Jan 23, 2025 to Apr 13, 2026factForm ADV

Controls (6)

← SCHMIDT, MARTIN, LEWISOwnerMEMBER, ownership code E, individual
Apr 2, 2024 to Sep 10, 2024factForm ADV
← PETTIT, KENTON, KELLEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 2, 2024 to Sep 10, 2024factForm ADV
← Nichol, KeithOwnerMEMBER, ownership code E, individual
Apr 2, 2024 to Sep 10, 2024factForm ADV
← Raska, Jacob, AndrewOwnerMEMBER, ownership code E, individual
Apr 2, 2024 to Sep 10, 2024factForm ADV
← JAKE RASKA LLCOwnerMEMBER, ownership code C, domestic entity
Apr 2, 2024 to Sep 10, 2024factForm ADV
← KN SEVEN, LLCOwnerMEMBER, ownership code D, domestic entity
Apr 2, 2024 to Sep 10, 2024factForm ADV

Owns (1)

← MARTIN L. SCHMIDT, LLCOwnerMEMBER, ownership code B, domestic entity
Apr 2, 2024 to Sep 10, 2024factForm ADV

Dated events

Occurred
Apr 13, 2026
Advisor changed firm
Drake Alexander Reid left Carrera Capital Advisors for Private Advisor Group, Llc (registered 2026-09-02)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2026
Regulatory AUM changed
Carrera Capital Advisors reported RAUM $968.7M, up 50% from $647.7M (2025-12-16 to 2026-03-16)
Form ADVobserved 5 days ago
$321M
Occurred
Apr 2, 2024
First Form ADV filing
Carrera Capital Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea02b797-ab7f-d2a3-f4d7-fb85239f6551
First observed: Apr 2, 2024
Last observed: Jul 24, 2026 58 days 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.

CARRERA CAPITAL ADVISORS

CARRERA CAPITAL ADVISORS, LLC, CRD 330834

TROY, MI

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:ea02b797-ab7f-d2a3-f4d7-fb85239f6551

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN GEOFFREY LANE

Certified Financial Planner|Chartered Financial Consultant

TROY, MI

n/a

Keith Nichol

n/a

TROY, MI

n/a

Jacob Andrew Raska

n/a

TROY, MI

n/a

Anthony Sellors

n/a

TROY, MI

n/a

MARTIN LEWIS SCHMIDT

Certified Financial Planner|Chartered Financial Consultant

TROY, MI

Daniel Richmond

n/a

TROY, MI | Rochester Hills, MI

Madison E Clement

n/a

TROY, MI

Devin Ellis

n/a

TROY, MI

Bryan David Franco

Chartered Financial Analyst

TROY, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JAKE RASKA LLC

Member

yes

05/2022

Jul 24, 2026

KN SEVEN, LLC

Member

yes

05/2022

Jul 24, 2026

Nichol, Keith

PRESIDENT & CEO

yes

03/2024

Jul 24, 2026

Raska, Jacob, Andrew

MANAGING PARTNER

yes

03/2024

Jul 24, 2026

Nichol, Keith

Member

yes

07/2022

Apr 2, 2024

Sep 10, 2024

PETTIT, KENTON, KELLER

CHIEF COMPLIANCE OFFICER

yes

03/2024

Apr 2, 2024

Sep 10, 2024

Raska, Jacob, Andrew

Member

yes

07/2022

Apr 2, 2024

Sep 10, 2024

SCHMIDT, MARTIN, LEWIS

Member

yes

07/2022

Apr 2, 2024

Sep 10, 2024

SCHMIDT, MARTIN, LEWIS

Partner

yes

03/2024

Apr 2, 2024

Sep 10, 2024

Abdul-Basser, Musa, Bin Hasan

CHIEF COMPLIANCE OFFICER

03/2025

Jul 24, 2026

MARTIN L. SCHMIDT, LLC

Member

05/2022

Apr 2, 2024

Sep 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$969M

n/a

2024

Mar 31, 2025

$648M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$969M

$648M

49.6%

n/a