Grant Engelbart
Investment adviser representative at Carson Group Investing
17 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Carson Group InvestingAug 2023 to now
- Carson GroupJul 2023 to now
- Cgi, LLCJul 2023 to now
- Cwm, LLCJul 2023 to now
- Orion Portfolio SolutionsJan 2022 to Jul 2023
- Brinker CapitalNov 2009 to Jan 2022
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NE).
Carson Group Investing
Legal name: Carson Group Investing, LLC
$2BAssets managed
0Clients
7Advisers
8 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
- 5340930
- Firm CRD
- 291744