Carson Group Investing Revenue, Growth & Competitor Profile

DBA CARSON GROUP, INC.
DBA CARSON GROUP INVESTING, LLC
DBA CARSON WEALTH MANAGEMENT
DBA CARSON WEALTH MANAGEMENT GROUP

Company Profile & Annual Report for Carson Group Investing

Access the complete profile.

Carson Group Investing Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	14600 Branch St. Omaha, NE 68154

Note: Revenues for privately held companies are statistical evaluations.


Carson Group Investing's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Carson Group Investing's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Carson Group Investing is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Carson Group Investing Annual Revenue and Growth Rate

Carson Group Investing	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Carson Group Investing's revenues are gauged from an analysis of company filings.

Carson Group Investing's Income Statement (based on Industry Averages)

Carson Group Investing P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Carson Group Investing is developing and marketing. Carson Group Investing doesn't have any recent trademark applications, indicating Carson Group Investing is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CARSON GROUP ADVANCED SOLUTIONS Financial consulting; Financial planning; Insurance brokerage services; Insurance consultation; Insurance services, namely, underwriting, issuance and administration of life, health, accident, and property insurance	07/09/2021
SIMPLIFYING ADVICE Financial and investment services, namely, providing investment strategies to institutional investors, investment advisors, and direct investors	11/07/2018

See all trademarks and details in the Full Report.

Market Share of Carson Group Investing's Largest Competitors

A competitive analysis shows these companies are in the same general field as Carson Group Investing, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Carson Group Investing. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	100
AMERITRADE ONLINE HOLDINGS	Omaha, NE	100
ORION ADVISOR SOLUTIONS	Omaha, NE	20
NORTHSTAR FINANCIAL SERVICES	Omaha, NE	7
CARSON GROUP INVESTING	Omaha, NE	6
BURLINGTON CAPITAL MULTIFAMILY ACCESS FUND	Omaha, NE	4

Future Competition: Carson Group Investing's Fastest Growing Competitors

These companies are in the same general field as Carson Group Investing and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)