# Carlin Wealth Management Group, LLC

> Carlin Wealth Management Group, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 325306
- Filed as: CARLIN WEALTH MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325306
- AdvisorCensus page: https://advisorcensus.com/firm/carlin-wealth-management-group-llc-austin-tx-325306

## Quick answers

**How is Carlin Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carlin Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Carlin Wealth Management Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Carlin Wealth Management Group, LLC located?**
Carlin Wealth Management Group, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Carlin Wealth Management Group, LLC registered with the SEC or a state?**
Carlin Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325306.

**How much does Carlin Wealth Management Group, LLC manage?**
Carlin Wealth Management Group, LLC reports $240,889,754 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (95% discretionary).

**How have Carlin Wealth Management Group, LLC's assets and staff changed since 2023?**
In the Form ADV data for Carlin Wealth Management Group, LLC: Regulatory assets under management: $120,000,000 in the October 2023 data and $240,889,754 in the October 2026 data, up 101%. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Carlin Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (72).

**Which custodians does Carlin Wealth Management Group, LLC use?**
Carlin Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets.

**Does Carlin Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325306

**Does Carlin Wealth Management Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Carlin Wealth Management Group, LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $195,750,000 to $240,889,754 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Annual fees range from .50% - 1.50%, depending on the amount of assets under management (“AUM”) – See chart below.

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $240,889,754
- Discretionary: $229,402,157
- Non-discretionary: $11,487,597

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $48,433,632 |
| High net worth individuals | 72 | $192,241,813 |
| Charitable organizations | Fewer than 5 | $214,309 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carlinwealthmanagementgroup.com
- LinkedIn @carlin-wealth-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $120,000,000 | 2 | June 21, 2023 |
| October 2024 | $150,246,249 | 2 | June 19, 2024 |
| October 2025 | $195,750,000 | 2 | February 4, 2025 |
| October 2026 | $240,889,754 | 4 | March 12, 2026 |

Regulatory assets under management: $120,000,000 in the October 2023 data and $240,889,754 in the October 2026 data, up 101%.
Total employees: 2 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $195,750,000 to $240,889,754 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carlin Wealth Management Group, LLC (CRD 325306): Form ADV filing data as of October 2026.