US-Based Carson Group Reaches $20 Billion AuM Mark

Editorial Staff

9 February 2022

US financial and wealth services business Carson Group has surpassed the figure of $20 billion in assets under management, now holding 120 firms under its umbrella of organizations.

Carson’s group of firms serve more than 40,000 families across the US .

Last June, Carson held the official opening of its Omaha-based headquarters which will serve as a hub for talent management, among other functions. Last summer it also received a strategic investment from Bain Capital, helping organic growth and development through mergers and acquisitions.

Founded in 1983 by Ron Carson, Carson Group operates through its three businesses – Carson Wealth, Carson Coaching and Carson Partners.