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Carr Capital Management

Headquartered in KESWICK, VA

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Firm Information

Carr Capital Management is an investment advisory firm headquartered in , managing approximately $72.01 million in assets. The firm provides portfolio management services for individuals and high-net-worth individuals, with 27 total clients.

Carr Capital Management

$72.01M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CARR CAPITAL MANAGEMENT has a total of 1 branch locations across the country.

Advisors at Carr Capital Management

View All 2 Advisors

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Disclosures

There are no public disclosures for Carr Capital Management.

Frequently Asked Questions (5)

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