CARRY ADVISORS LLC
SEC RegisteredKeep more, invest more
About the firm
Carry helps you unlock complicated and powerful tax-saving strategies to save money and build wealth. Carry combines tax-advantaged accounts with a powerful technology platform, offering investment advisory services through Carry Advisors LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Solo 401k and IRA accounts, taxable brokerage accounts, stocks, ETFs, mutual funds, Roboadvisor, Smart Yield (cash management), Mega Backdoor and Backdoor Roth conversions, alternative investments, crypto in IRAs, and an AI tax strategy agent.
Who they serve
The self-employed, high-income professionals, and everyone; particularly those eligible for a Solo 401k or seeking tax-advantaged retirement and investment accounts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,604 | $55M |
| High Net Worth Individuals | 1,771 | $126M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARRY ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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