Carson Group Holdings, an Omaha, Nebraska-based provider of wealth management services to financial advisors and clients, raised $35m minority investment.
The investment was led by Long Ridge Equity Partners with participation from key members of the Carson executive leadership team. In conjunction with the deal, Jim Brown and Kevin Bhatt of Long Ridge Equity Partners will join the Carson Board of Directors.
The company intends to use the funds to provide capital for additional investment in advisor solutions, technology, and resources, as well as additional strategic support.
Founder in 1983 by CEO Ron Carson, the group offers a range of services including financial planning, disciplined investment strategies, and personal service to high-net-worth investors and financial advisors via three companies, Carson Wealth, Peak Advisor Alliance, and Carson Institutional Alliance, to
In conjunction, Carson Wealth Management Group and Peak Advisor Alliance announced their reorganization under a new parent holding company, Carson Group Holdings.