# Carvalho Investment Group, LLC

> Carvalho Investment Group, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 312231
- Filed as: CARVALHO INVESTMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312231
- AdvisorCensus page: https://advisorcensus.com/firm/carvalho-investment-group-llc-austin-tx-312231

## Quick answers

**How is Carvalho Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carvalho Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

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

**Is Carvalho Investment Group, LLC registered with the SEC or a state?**
Carvalho Investment Group, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312231.

**How much does Carvalho Investment Group, LLC manage?**
Carvalho Investment Group, LLC reports $6,200,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Carvalho Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Carvalho Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312231

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,200,000
- Discretionary: $6,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,330,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $870,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carvalhoinvestmentgroup.com
- Instagram @CARVALHO.INVESTMENT.GROUP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carvalho Investment Group, LLC (CRD 312231): Form ADV filing data as of October 2026.