RC
RC

Royal Carson

15 Years of Experience
Dallas, TX
1 Disclosure

Royal Carson is a registered investment advisor at Carson Management Company, LLC, based in Dallas, TX, with 15 years of industry experience. Royal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 20 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
20 clients
Average Client Portfolio
$23.5M average
Assets Under Management
$469.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Carson Management Company (CMC) manages investments for private limited partnerships and charges an annual management fee. This fee is typically between 0.75% and 1.0% of the total commitments from all limited partners during the investment period. After the investment period, the fee is based on the remaining invested capital. The fee is paid quarterly in advance.

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Location

3030 Olive Street, 500 Victory Plaza East, Dallas, TX, 75219

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History

Regulatory History (1)
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Regulatory
January 1978
Final
Other Business Activities

Royal is a director at LIN Television Corp and serves on its compensation committee, dedicating about 10-20% of his time. He also serves on the advisory boards of Roaring Fork Club LP, AIM Truancy Solutions LLC, and Lion Capital, spending minimal time on each.

Employment History
Current Registrations
Carson Management Company, LLC
March 2010 - Present · 16 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.