CARROLL FINANCIAL Overview
Carroll Financial Associates Inc. is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 42 employees, of which 28 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/31/18. The fund's latest filing disclosed 937MM in positions, representing 53% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/31/18. The fund's latest filing disclosed 937MM in positions, representing 53% of the manager's regulatory AUM.
CARROLL FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CARROLL FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PRF | 14.56% | ETF | 1.62% | -0.06% | 8 | 1% | ||
| USMV | 11.13% | ETF | 4.5% | 0.31% | 1 | 4% | ||
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FEATURED IN
CARROLL FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Larry W. Carroll | President/Chief Compliance Officer | June-1980 |
| Benjamin K. Graves | Executive Vice President | January-1984 |
| John A. Patterson | Executive Vice President | December-1986 |
| Carl A. Brooks | Executive Vice President | January-1990 |
| Kristopher W. Carroll | Chief Operations Officer | January-2015 |
CARROLL FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CARROLL FINANCIAL Investment Strategy
CARROLL FINANCIAL Portfolio Concentration
CARROLL FINANCIAL Location
4201 CONGRESS STREET, STE 210
CHARLOTTE, North Carolina
UNITED STATES, 28209
CHARLOTTE, North Carolina
UNITED STATES, 28209
CARROLL FINANCIAL Contact Information
Phone Number: 704-553-8006
Fax Number: 704-553-9610
Website: null
Fax Number: 704-553-9610
Website: null
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