Carswell Investments

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Last updated: February 18th, 2020. Data source: SEC filings.


Carswell Investments, federally registered in 2011, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. Carswell Investments manages $195.0 million and provides investment advisory services for 138 clients (1:69 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $1,413,199
Total AUM $195.0 million
Advisor / Client Ratio 1:69
Headquarters B East Syracuse, NY
SEC Filings View SEC IAPD CRD #158205
State(s) Registered NY, SC, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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