Skip to content

Carl Amos Johnson

Investment adviser representative at Grove Street Fiduciary, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$413.2MFirm assets

Are you Carl Amos Johnson? Claim your profile

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
  • Pension consulting
  • Seminars and workshops

Experience

34 years in the industry.

  1. United States NavyJan 2020 to now
  2. Grove Street Fiduciary, LLCFeb 2005 to now
  3. United States NavyMay 1992 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 2 states (NH, TX).

Grove Street Fiduciary, LLC

$413.2MAssets managed
297Clients
2Advisers
33 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
4343732
Firm CRD
107703
Advisor's SEC record (opens in a new tab)
CallContact this firm