# Carion Doty Advisors LLC

> Carion Doty Advisors LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated February 9, 2026.

- CRD: 120866
- Filed as: CARION DOTY ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120866
- AdvisorCensus page: https://advisorcensus.com/firm/carion-doty-advisors-llc-san-francisco-ca-120866

## Quick answers

**How is Carion Doty Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carion Doty Advisors LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carion Doty Advisors LLC located?**
Carion Doty Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Carion Doty Advisors LLC registered with the SEC or a state?**
Carion Doty Advisors LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120866.

**Does Carion Doty Advisors 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/120866

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carion Doty Advisors LLC (CRD 120866): Form ADV filing data as of October 2026.