David Carson
Dtcarson Asset Management · Tampa, Florida
David Carson is a fee-only financial advisor at Dtcarson Asset Management in Tampa, Florida. Dtcarson Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dtcarson Asset Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550K across 7 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 6007815 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dtcarsonam.com |
How David's firm compares
- Dtcarson Asset Management's average account is about $79,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about David
Is David Carson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Dtcarson Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Dtcarson Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Carson based?
David Carson is based in Tampa, Florida.
Is David Carson registered with the SEC?
Yes. David Carson is registered as an investment adviser representative in CA and FL (CRD 6007815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dtcarson Asset Management manage?
Dtcarson Asset Management reports $550K across 7 accounts in assets under management.
How do I contact David Carson?
Through David's website, www.dtcarsonam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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