Question 1

What does Carson Group do?

Accepted Answer

Carson Group serves financial advisors and investors through its businesses.

Question 2

In what sectors does Carson Group operate?

Accepted Answer

Carson Group operates in Advice, Education, Financial Services, Marketing.

Question 3

How many companies has Carson Group acquired?

Accepted Answer

Carson Group has made 21 acquisitions between 2018-2026, with a total disclosed deal value of $500M.

Question 4

How many acquisitions does Carson Group make in a year?

Accepted Answer

Over the last 5 years, Carson Group has made about 3.8 acquisitions per year.

Question 5

What companies are owned by Carson Group?

Accepted Answer

Companies acquired by Carson Group include Doyle and Loughman Wealth Management, Pinnacle Wealth, Jackson Wealth Management, Harbor Wealth, Carson Wealth Management Group, Furstenau Financial, ZeroCelsius, Applied Financial Planning, and 13 more.

Question 6

What are Carson Group's major acquisitions?

Accepted Answer

Carson Group's largest acquisitions include The Shobe Financial Group ($500M, 2023).

Question 7

What is Carson Group's largest acquisition?

Accepted Answer

Carson Group's largest disclosed acquisition is The Shobe Financial Group for $500M (2023).

Question 8

What was Carson Group's first acquisition?

Accepted Answer

Carson Group's first recorded acquisition was Mineral Agency in 2018.

Question 9

What was Carson Group's most recent acquisition?

Accepted Answer

Carson Group's most recent acquisition is Doyle and Loughman Wealth Management, announced July 2026.

Question 10

What is the average deal size for Carson Group acquisitions?

Accepted Answer

The average disclosed deal size for Carson Group acquisitions is $500M.

Question 11

What is the median deal size for Carson Group acquisitions?

Accepted Answer

The median disclosed deal size for Carson Group acquisitions is $500M. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Carson Group spent on acquisitions?

Accepted Answer

Carson Group has spent at least $500M across its disclosed acquisitions (of 21 total deals; some prices are undisclosed).

Question 13

Which sector has Carson Group spent the most on?

Accepted Answer

Carson Group has committed the most disclosed capital to Financial Services companies — about $500M across its deals in that sector.

Question 14

What sectors does Carson Group usually acquire in?

Accepted Answer

Carson Group most frequently acquires companies in Financial Services, Wealth Management, Retirement.

Question 15

In which sector has Carson Group made the most acquisitions?

Accepted Answer

Carson Group has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Carson Group make the most acquisitions?

Accepted Answer

Carson Group made the most acquisitions in 2026, with 9 deals.

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