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Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Piedmont Fund Services is a Vienna, VA-based company in the Financial Services sector.
We have a long and successful track record of investing in commercial real estate through a variety of economic cycles and market conditions. Our historical portfolio, which has exceeded $2.2 billion in aggregate since inception, has spanned multiple asset classes, including CBD office, suburban office, retail, industrial, multi-use, research and development, multi-family and flex properties, as well as entitled residential building lots, throughout the United States. Our investors consist of a select group of institutional and high net worth investors, family offices and trusts. Participation in investment entities is offered to investors through our affiliate, Brookwood Securities Partners, LLC, a broker-dealer registered with FINRA.
For more than 30 years, Input 1, LLC has provided business process outsourcing and comprehensive Billing as a Service™ (BaaS) to the property and casualty insurance industry.
Lowercarbon Capital backs kickass companies slashing CO2 emissions, sucking carbon out of the sky, and buying us time to unf**k the planet.