A month after rival RIA United Capital announced its to Goldman Sachs in May for $750 million, Carson Group CEO Ron Carson says his RIA isn’t going anywhere.
“We’re laying the groundwork for what I believe will be a 100-year company. We’re not plotting a quick and profitable exit or looking to sell; we’re building something bigger than ourselves here — something we intend will forever change the world of financial advice for the better,” according to the Carson Group founder.
Carson Group said Monday that its RIA now has more than $10 billion in assets under management; year to date, assets from incoming advisors is close to $1.5 billion. (In April, United Cap had $23 billion in AUM.)
With this growth, Carson Group plans to hire up to 40 more employees this year and release more technology updates and tools. It also expects to start construction this month on its new headquarters in Omaha, Nebraska.