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April 20, 2018 at 03:33 PM
Ron Carson
Carson Group announced its most successful three-month growth period in company history.
Building on what turned out to be a record-breaking 2017, the firm announced Q1 2018 results that indicated the firm was on track to surpass last year’s momentous growth.
“Last year, we raised $1.53 billion in assets — which by most measures people go, ‘wow that was a good year,’” Ron Carson, CEO and founder of Carson Group, told ThinkAdvisor. “So far this year, in the first quarter, we have committed assets — when I say committed these are contractually obligated — $2 billion in assets in the first quarter.”
From January through the beginning of April, 17 new partner firms joined Carson Group, adding more than $2 billion in committed assets. These firms represent 29 new advisors and 18 new locations, adding to what is now a total of 74 Carson Group partner firms in 95 locations across the U.S.
In addition to the $2 billion committed in the first quarter, Carson told ThinkAdvisor, the firm already has another $1 billion in deals he expects to close in the second quarter.
“So we fully expect to be $3-plus billion at the end of the first six months [of 2018], which is validation of what we built and what we’re doing,” Carson said.
In January, the Carson Group said it could add as much as $3 billion in new assets under advisement in 2018 by bringing in new partner firms, but the firm will likely meet that by midyear.
