# Carr Consulting P.A.

> Carr Consulting P.A. is a state-registered investment advisory firm in San Antonio, TX, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 16, 2025.

- CRD: 129350
- Filed as: CARR CONSULTING P.A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: July 16, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129350
- AdvisorCensus page: https://advisorcensus.com/firm/carr-consulting-p-a-san-antonio-tx-129350

## Quick answers

**How is Carr Consulting P.A. compensated?**
On its Form ADV (Item 5.E, October 2026), Carr Consulting P.A. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Carr Consulting P.A. located?**
Carr Consulting P.A.'s principal office is in San Antonio, TX, according to its Form ADV.

**Is Carr Consulting P.A. registered with the SEC or a state?**
Carr Consulting P.A. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 129350.

**How much does Carr Consulting P.A. manage?**
Carr Consulting P.A. reports $502,831 in regulatory assets under management in its Form ADV filing dated July 16, 2025 (100% discretionary).

**What types of clients does Carr Consulting P.A. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (1).

**Does Carr Consulting P.A. 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/129350

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $502,831
- Discretionary: $502,831
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $453,544 |
| Corporations or other businesses not listed above | 1 | $49,287 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carrconsultingpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carr Consulting P.A. (CRD 129350): Form ADV filing data as of October 2026.