SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Carlin Wealth Management Group, LLC
Austin, TX
CRD 325306
Firm filing updated March 12, 2026 ·
- $240.9MAssets
- 2Advisory staff
- 1,076Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals117
- High net worth individuals72
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 117 | $48.4 million |
| High net worth individuals | 72 | $192.2 million |
| Charitable organizations | Fewer than 5 clients | $214,309 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$240.9 million
- Accounts1,076
- Discretionary$229.4 million · 1,016 accounts
- Non-discretionary$11.5 million · 60 accounts
People
- Employees4
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 325306, SEC file 801-127464.
- Registered with the SEC as an investment advisor (status date on record: March 15, 2023).
Is Carlin Wealth Management Group, LLC a fiduciary?
Short answer: Carlin Wealth Management Group, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.