Carr Capital Management is an independent, employee-owned registered investment advisor founded in 2015 and located in Keswick, Virginia. The firm provides discretionary investment management services for individuals, trusts, estates, institutions, endowments, and foundations. Carr Capital Management focuses primarily on building diversified portfolios composed of individual equity securities, supplemented by exchange-traded funds and mutual funds when appropriate. The investment philosophy centers on fundamental analysis to select franchise companies characterized by above-average growth, high returns on equity, low debt, stable management, and strong competitive advantages. Portfolios typically hold 15 to 30 positions with careful attention to sector diversification and risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable based on the size and complexity of the account. The minimum annual fee is $1,250.