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Trustee · Sunbeam Capital Management, LLC

Katherine T. Carson

CRD 6861739 · Named on Form ADV at one SEC-registered adviser

At a glance

Sunbeam Capital Management, LLC, an SEC-registered wealth manager with $410 million in regulatory assets, lists Katherine T. Carson on its Form ADV as Trustee.

Firms and roles

AtlasMembers

Katherine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ellis A. CarsonManaging Member/chief Compliance Officer, Sunbeam Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.