Wealth manager, independent · Brooklyn, NY
Carry Advisors LLC
SEC-registered investment adviser · CRD 323620 · SEC 801-126799
At a glance
Carry Advisors LLC is an SEC-registered investment adviser based in Brooklyn, New York, with $181 million in regulatory assets under management as of its Form ADV filed September 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3,375 individual clients. By Form ADV it is a wealth manager, ranked 6,172nd of 8,915 wealth managers and 12,747th of 17,210 SEC-registered advisers by assets.
Main office 201-472-0612carry.comAs filed on Form ADV
- Regulatory AUM
- $181M
- Rank among wealth managers
- #6,172 of 8,915
- Rank among all SEC RIAs
- #12,747 of 17,210
- Rank in New York
- #1,953 of 2,591
- Individual clients
- 3,375
- High-net-worth clients
- 1,771
- Accounts
- 8,933
- Discretionary
- 21% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Evan A. CohenChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Carry Advisors LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Global Carry LLC.
- Global Carry LLC ↗CRD 332522
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,771 | $126M | 70% |
| Individuals | 1,604 | $55M | 30% |
Disciplinary disclosures
Carry Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗carry.com ↗
AtlasMembers
The full record on Carry Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,774 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Carry Advisors LLC manage?
Carry Advisors LLC reports $181 million in regulatory assets under management across 8,933 accounts, 21% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
What kind of firm is Carry Advisors LLC?
Carry Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Carry Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($126 million, 1,771 clients); individuals ($55 million, 1,604 clients).
Does Carry Advisors LLC have any disciplinary history?
Carry Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Carry Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →