Carrthaxton Financial Group

Carrthaxton Financial Group (CRD# 174135) is a financial advisory firm headquartered in Lexington, MA. They manage $111,089,518 in 354 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $313,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MA, MD, ME, NH, NJ, NY, PA, RI, VT

Financial Advisors at Carrthaxton Financial Group
No Advisor Found.
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