Raony Zica de Carvalho
Carvalho Investment Group · Austin, Texas
Raony Zica de Carvalho is a fee-only financial advisor at Carvalho Investment Group in Austin, Texas. Raony focuses on estate & legacy planning and family wealth transfer. Carvalho Investment Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Carvalho Investment Group |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $6.2M across 16 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6673783 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | carvalhoinvestmentgroup.com |
How Raony's firm compares
- Carvalho Investment Group's average account is about $388,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Raony
Is Raony Zica de Carvalho a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raony holds no broker registration, and Carvalho Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raony charge for financial advice?
Raony's firm, Carvalho Investment Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Raony Zica de Carvalho based?
Raony Zica de Carvalho is based in Austin, Texas.
What does Raony specialize in?
Raony's specialties include estate & legacy planning and family wealth transfer. Raony works with multi-generational families.
Is Raony Zica de Carvalho registered with the SEC?
Yes. Raony Zica de Carvalho is registered as an investment adviser representative in TX (CRD 6673783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carvalho Investment Group manage?
Carvalho Investment Group reports $6.2M across 16 accounts in assets under management.
How do I contact Raony Zica de Carvalho?
Through Raony's website, carvalhoinvestmentgroup.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
- Carvalho Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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