# Carsonallaria Wealth Management, Ltd.

> Carsonallaria Wealth Management, Ltd. is an SEC-registered investment advisory firm in Glen Carbon, IL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 157998
- Filed as: CARSONALLARIA WEALTH MANAGEMENT, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Carbon, IL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157998
- AdvisorCensus page: https://advisorcensus.com/firm/carsonallaria-wealth-management-ltd-glen-carbon-il-157998

## Quick answers

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

**Where is Carsonallaria Wealth Management, Ltd. located?**
Carsonallaria Wealth Management, Ltd.'s principal office is in Glen Carbon, IL, according to its Form ADV.

**Is Carsonallaria Wealth Management, Ltd. registered with the SEC or a state?**
Carsonallaria Wealth Management, Ltd. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 157998.

**How much does Carsonallaria Wealth Management, Ltd. manage?**
Carsonallaria Wealth Management, Ltd. reports $791,823,560 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Carsonallaria Wealth Management, Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Carsonallaria Wealth Management, Ltd.: Regulatory assets under management: $255,088,515 in the October 2021 data and $791,823,560 in the October 2026 data, up 210%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Carsonallaria Wealth Management, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (461); high net worth individuals (170); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Carsonallaria Wealth Management, Ltd. use?**
Carsonallaria Wealth Management, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Carsonallaria Wealth Management, Ltd. 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/157998

**Does Carsonallaria Wealth Management, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We do not impose a minimum account size for opening an account with our Firm."

**What changed in Carsonallaria Wealth Management, Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $567,460,328 to $791,823,560 (+40%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> We do not impose a minimum account size for opening an account with our Firm.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $791,823,560
- Discretionary: $791,823,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 461 | $123,656,480 |
| High net worth individuals | 170 | $445,101,566 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $115,424,940 |
| Charitable organizations | 1 | $773,454 |
| State or municipal government entities (including government pension plans) | 1 | $106,867,120 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carsonallaria.com
- Facebook @CARSONALLARIA
- LinkedIn @CARSONALLARIA-WEALTH-MANAGEMENT
- YouTube @ucpyTmLhzBKeV8pzjieHY32Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,088,515 | 5 | August 16, 2021 |
| October 2022 | $338,224,383 | 8 | July 15, 2022 |
| October 2023 | $345,329,918 | 9 | September 13, 2023 |
| October 2024 | $469,840,880 | 9 | July 26, 2024 |
| October 2025 | $567,460,328 | 10 | June 23, 2025 |
| October 2026 | $791,823,560 | 9 | March 16, 2026 |

Regulatory assets under management: $255,088,515 in the October 2021 data and $791,823,560 in the October 2026 data, up 210%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $567,460,328 to $791,823,560 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carsonallaria Wealth Management, Ltd. (CRD 157998): Form ADV filing data as of October 2026.