Royal W. Carson

CARSON MANAGEMENT COMPANY

DALLAS, TX 75219

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CRD#: 41939

Professional summary

Royal Willis Carson III, who also goes by Royal Willis Carson, is a registered financial advisor currently at CARSON MANAGEMENT COMPANY, LLC located in Dallas, Texas.

Royal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Royal has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Royal Willis Carson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LIN TELEVISION CORP-NYSE:TLV, DIRECTOR (2000), PROVIDENCE, RI NON INVESTMENT-RELATED. 20 HRS PER MONTH, MEMBER COMPENSATION COMMITTEE. ROARING FORK CLUB LP-NON PUBLIC, ADVISORY BOARD (2010), BASALT, CO. 5 HRS PER MONTH. AIM TRUANCY SOLUTIONS LLC-NON PUBLIC, ADVISORY BOARD (2010), DALLAS, TX. 5 HRS PER MONTH. LION CAPITAL-NON PUBLIC, ADVISORY BOARD (2004), LONDON, UK. 5 HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Royal Willis Carson III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2010 - Present

CARSON MANAGEMENT COMPANY, LLC

Office #1: 3030 Olive Street 500 Victory Plaza East, Dallas, TX 75219

RIA

CRD#: 153261

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CARSON MANAGEMENT COMPANY, LLC

CARSON MANAGEMENT COMPANY, LLC | CARSON PRIVATE CAPITAL

CRD#: 153261 / SEC#: 801-71258

RIA

Registered Investment Advisory firm - (4/1/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CARSON MANAGEMENT COMPANY, LLC

CARSON MANAGEMENT COMPANY, LLC | CARSON PRIVATE CAPITAL

CRD#: 153261 / SEC#: 801-71258

RIA

Registered Investment Advisory firm - (4/1/2010 Approved)

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Contact information

Main Address

2911 Turtle Creek Blvd. Ste. 1050, Dallas, TX 75219

Mailing Address

Phone number

(214) 999-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CARSON MANAGEMENT COMPANY, LLC (7/18/2025)

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 457,877,542

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Royal W. Carson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Royal Willis Carson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARSON MANAGEMENT COMPANY, LLC

Primary Firm SEC Registration

CARSON MANAGEMENT COMPANY, LLC

State Registrations and Notice Filings

Exams

Current Firm

CARSON MANAGEMENT COMPANY, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CARSON MANAGEMENT COMPANY, LLC

TRUST BUT VERIFY

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