# Steven Pickard

> Steven Pickard is a fee-only financial advisor at Carswell Investments in Daniel Island, South Carolina, who holds the CFP credential. Steven focuses on estate & legacy planning, tax planning and family wealth transfer. Carswell Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-pickard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Carswell Investments
- **Based in:** Daniel Island, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $322.5M across 587 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 4556595 (https://adviserinfo.sec.gov/individual/summary/4556595)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2011), Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://carswellinvestments.com

## Frequently asked questions

### Is Steven Pickard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Carswell Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Carswell Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Steven Pickard based?

Steven Pickard is based in Daniel Island, South Carolina.

### What does Steven specialize in?

Steven's specialties include estate & legacy planning, tax planning and family wealth transfer. Steven works with ultra high net worth.

### What credentials does Steven Pickard hold?

Steven Pickard holds the CFP credential.

### Is Steven Pickard registered with the SEC?

Yes. Steven Pickard is registered as an investment adviser representative in TX (CRD 4556595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carswell Investments manage?

Carswell Investments reports $322.5M across 587 accounts in assets under management.

### How do I contact Steven Pickard?

Through Steven's website, carswellinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4556595): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://carswellinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.