CARSON ADVISORY, INC.
SEC file number 801-64883
· ATHENS, GA
https://carsondellosa.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$694.9M
Discretionary AUM
$611.9M
Employees
9
Clients
55
Firm
- Address
- 470 HILL ST.
ATHENS, GA 30601 - Phone
- —
- Website
- https://carsondellosa.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
-
SB Advisory Partners LLC · D · Feb 19, 2026$8M