Don Carson Associates

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

385 Kimberly Ave, Asheville, North Carol...

Phone Number

(866) 696-5384

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Don Carson Associates

Don Carson Associates LLC specializes in providing financial advisory services to family offices, high net worth individuals, and foundations. With 17 years of experience serving one of America's wealthiest families, the firm offers expertise in complex holding company structures, tax and estate planning, and family governance. The company manages both taxable and non-taxable investment portfolios, including publicly listed securities, private equity, hedge funds, and direct investments in operating companies. Their tailored services aim to address the unique financial needs and challenges faced by affluent clients.Explore more
Popular SearchesDon Carson Associates LLCCarson Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Don Carson Associates Org Chart

PhoneEmail
CC
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Secretary Treasurer

PhoneEmail
DC
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Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Don Carson Associates

<$5M
1-10
Private
-
2013
CC
Cynthia CarsonSecretary Treasurer
<$5M
11-50
Private
-
2003
MY
Michael YonManaging Director
<$5M
11-50
Private
-
2007
MS
Margaret ShuExecutive Vice President & Chief Financial Officer
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Don Carson Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Don Carson Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Don Carson Associates.

Don Carson Associates Tech Stack

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Frequently Asked Questions Regarding Don Carson Associates

What is Don Carson Associates's official website?
Don Carson Associates's official website is www.doncarson.com
What is Don Carson Associates's Revenue?
Don Carson Associates's revenue is <$5 Million
What is Don Carson Associates's SIC code?
Don Carson Associates's SIC: 62,628
What is Don Carson Associates's NAICS code?
Don Carson Associates's NAICS: 52,523
How many employees does Don Carson Associates have?
Don Carson Associates has 1-10 employees
What industry does Don Carson Associates belong to?
Don Carson Associates is in the industry of: Finance, Securities Trading
What is Don Carson Associates competition?
Don Carson Associates top competitors include: Diamond Wealth Strategies, Groton Partners, Pillar Wealth Management, Ehrenkranz Partners
What technology does Don Carson Associates use?
Some of the popular technologies that Don Carson Associates uses are: F5 Silverline DDoS Protection, MonsterCommerce, Web.com Lead Stream
How do I contact Don Carson Associates?
Don Carson Associates contact info: Phone number: (866) 696-5384 Website: www.doncarson.com
What does Don Carson Associates do?

Don Carson Associates LLC specializes in providing financial advisory services to family offices, high net worth individuals, and foundations. With 17 years of experience serving one of America's wealthiest families, the firm offers expertise in complex holding company structures, tax and estate planning, and family governance. The company manages... both taxable and non-taxable investment portfolios, including publicly listed securities, private equity, hedge funds, and direct investments in operating companies. Their tailored services aim to address the unique financial needs and challenges faced by affluent clients.Read More

Is Don Carson Associates a public company?
Don Carson Associates is private company therefore does not currently have an official ticker symbol
See more information about Don Carson Associates

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