{
  "crd_number": 323620,
  "slug": "carry-advisors-llc-brooklyn-ny-323620",
  "primary_business_name": "CARRY ADVISORS LLC",
  "legal_name": "CARRY ADVISORS LLC",
  "dbas": [],
  "city": "Brooklyn",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-10-28",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 180909997.0,
  "raum_discretionary": 37571556.0,
  "raum_non_discretionary": 143338441.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 54908697.0,
      "count": 1604
    },
    "high_net_worth_individuals": {
      "raum": 126001300.0,
      "count": 1771
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://carry.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323620",
  "city_as_filed": "BROOKLYN",
  "url": "https://advisorcensus.com/firm/carry-advisors-llc-brooklyn-ny-323620",
  "display_name": "Carry Advisors LLC",
  "summary": "Carry Advisors LLC is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Carry Advisors LLC (CRD 323620): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Carry Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Carry Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Carry Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 states: Subscription: $29 a month (Carry Core Membership); Subscription: $299 a year (Carry Core Membership); Subscription: $49 a month (Carry Pro Membership); Subscription: $499 a year (Carry Pro Membership). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Carry Advisors LLC located?",
      "a": "Carry Advisors LLC's principal office is in Brooklyn, NY, according to its Form ADV."
    },
    {
      "q": "Is Carry Advisors LLC registered with the SEC or a state?",
      "a": "Carry Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323620."
    },
    {
      "q": "How much does Carry Advisors LLC manage?",
      "a": "Carry Advisors LLC reports $180,909,997 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (21% discretionary)."
    },
    {
      "q": "How have Carry Advisors LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Carry Advisors LLC: Regulatory assets under management: $0 in the October 2023 data and $180,909,997 in the October 2026 data. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Carry Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,771); individuals (other than high net worth individuals) (1,604)."
    },
    {
      "q": "Which custodians does Carry Advisors LLC use?",
      "a": "Carry Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Drivewealth, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Carry Advisors LLC report any disciplinary disclosures?",
      "a": "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/323620"
    },
    {
      "q": "What changed in Carry Advisors LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2023-07-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 16471619.0,
      "total_employees": 3,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 99690072.0,
      "total_employees": 3,
      "filing_date": "2025-05-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 180909997.0,
      "total_employees": 2,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $99,690,072 to $180,909,997 (+81%).",
        "Registered or notice-filed in AK, AL, KY, MO, MT, NM, RI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $29 a month (Carry Core Membership)",
      "Subscription: $299 a year (Carry Core Membership)",
      "Subscription: $49 a month (Carry Pro Membership)",
      "Subscription: $499 a year (Carry Pro Membership)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $29 a month (Carry Core Membership)"
        ],
        "quotes": [
          "The Carry Core Membership costs $29/month or $299 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $299 a year (Carry Core Membership)"
        ],
        "quotes": [
          "The Carry Core Membership costs $29/month or $299 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $49 a month (Carry Pro Membership)"
        ],
        "quotes": [
          "The Carry Pro Membership costs $49/month or $499 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $499 a year (Carry Pro Membership)"
        ],
        "quotes": [
          "The Carry Pro Membership costs $49/month or $499 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 29.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Carry Core Membership"
        },
        {
          "kind": "subscription",
          "amount": 299.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Carry Core Membership"
        },
        {
          "kind": "subscription",
          "amount": 49.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Carry Pro Membership"
        },
        {
          "kind": "subscription",
          "amount": 499.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Carry Pro Membership"
        }
      ]
    },
    "quotes": [
      "The Carry Core Membership costs $29/month or $299 annually.",
      "The Carry Core Membership costs $29/month or $299 annually.",
      "The Carry Pro Membership costs $49/month or $499 annually.",
      "The Carry Pro Membership costs $49/month or $499 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Drivewealth, LLC",
      "name_as_filed": "DRIVEWEALTH, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/carry-advisors-llc-brooklyn-ny-323620.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1604,
      "fewer_than_5": false,
      "raum": 54908697.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1771,
      "fewer_than_5": false,
      "raum": 126001300.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323620",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}