Mark Ryan Mccarron
Investment adviser representative at Arrowroot Family Office, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$430.7MFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Arrowroot Family Office, LLCDec 2020 to now
- Bond Wealth Management, LLCAug 2017 to Jan 2021
- University of Richmond, Certificate In Financial PlanningJun 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Arrowroot Family Office, LLC
$430.7MAssets managed
1,415Clients
14Advisers
5 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
- 5402240
- Firm CRD
- 168744