Carion Capital LLC is a mid-sized advisory firm based in Santa Monica. It manages $25 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and New York.
Carion Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carion Capital LLC is $25 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Carion Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Inc. Carion Estates joined the executive team most recently as the Member.
The principal office where Carion Capital LLC performs its advisory services is located at 406 Wilshire Blvd, Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-455-5586 or by fax 310-828-2213. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.carion.com.