Carroll Financial Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Carroll Financial's estimated annual revenue is currently $2M per year.(i)
  • Carroll Financial's estimated revenue per employee is $126,000

Employee Data

  • Carroll Financial has 16 Employees.(i)
  • Carroll Financial grew their employee count by -77% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

One of Charlotte's oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc. assists clients in reaching their financial goals by providing quality financial, retirement and estate planning services through creative, intelligent solutions. The firm was established in 1980, by Larry Carroll, with the simple approach: "The best interest of the client is the only interest that matters." The company believes that clients needs as investors should always come first by treating them fairly, ethically, and respectfully and that clients have the right to competent, courteous service and advice at a fair price. Carroll Financial specializes in wealth and investment management in addition to long term financial planning. Their philosophy is Trust MattersTM, which is repeated throughout the company's communications. This philosophy acts as the company's constant reminder that the most fundamental part of the job is building trust in its relationships. Carroll Financial's eighteen financial advisors offer many years of experience and include the CFA, CFP® , CPA, and MBA credentials, among others. Each advisor is supported by the total resources of the firm and many work within a personal advisory team. The company strives for excellent communication with clients and, when possible, partnering with them by investing its capital in the same way they invest theirs.



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Carroll Financial News

2022-04-19 - Taste of Carroll fundraiser returns in person, offering local ...

... formerly as Carroll Hospice. The organization provides hospice care to anyone, regardless of insurance coverage or financial situation.

2022-04-17 - ISU students learn “The Money Game” | Academics ...

Adam Carroll (center in the tan vest) presents his lecture on financial literacy and financial habits to students in the Great Hall of the...

2022-04-17 - Auditor declares Carroll County Agricultural Society ...

This declaration comes after the following information was unable to be obtained: • Accurate Financial Statements filed in the Hinkle System for...

2019-09-08 - Ancora Advisors LLC Invests $4.73 Million in Raymond James (NYSE:RJF)

Other large investors have also recently bought and sold shares of the company. Carroll Financial Associates Inc. grew its holdings in shares of ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding