Stephen Paul Carr
Investment adviser representative at Peloton Capital Management
16 yearsExperience
2 statesRegistered in
$282MFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Peloton Capital ManagementDec 2011 to now
- Peloton Wealth StrategistsJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, IN).
Peloton Capital Management
$282MAssets managed
138Clients
3Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2784322
- Firm CRD
- 109775