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Charles Samuel Carr

Carr Capital Management

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About Charles Samuel Carr

Charles Carr is a registered investment advisor representative with Carr Capital Management. Charles Carr is active in Virginia, Mississippi, and Tennessee. Charles Carr has been in the industry since July 2010. The firm Carr Capital Management has a total of 25 clients with $72,000,759 in regulatory assets under management. Carr Capital Management provides portfolio management for individuals.

Firm Information

Charles Carr is currently registered with Carr Capital Management. 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.

$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.

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Charles Carr’s Registration & Firm History

VA

05/22/2015 - Present

Carr Capital Management (KESWICK VA)

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Licenses & Designations

IA

Issued 02/05/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Samuel Carr.
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