# Carey Investment Solutions LLC

> Carey Investment Solutions LLC is a state-registered investment advisory firm in Philadelphia, PA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 165605
- Filed as: CAREY INVESTMENT SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165605
- AdvisorCensus page: https://advisorcensus.com/firm/carey-investment-solutions-llc-philadelphia-pa-165605

## Quick answers

**How is Carey Investment Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carey Investment Solutions LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carey Investment Solutions LLC located?**
Carey Investment Solutions LLC's principal office is in Philadelphia, PA, according to its Form ADV.

**Is Carey Investment Solutions LLC registered with the SEC or a state?**
Carey Investment Solutions LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165605.

**How much does Carey Investment Solutions LLC manage?**
Carey Investment Solutions LLC reports $24,535,172 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Carey Investment Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (5).

**Does Carey Investment Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165605

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,535,172
- Discretionary: $24,535,172
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $5,878,049 |
| High net worth individuals | 5 | $18,657,123 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @michael-carey-cfa-64a91648

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carey Investment Solutions LLC (CRD 165605): Form ADV filing data as of October 2026.