The short answer: Carson Group is an Omaha, Nebraska-based wealth advisory firm that manages over $66 billion in assets and serves more than 60,000 client families through more than 165 partner offices, according to an October 27, 2026 company release. It was founded in 1983 by Ron Carson, who is now Chairman and majority owner, and is led by CEO Burt White. Bain Capital holds a minority stake. Its Chief Market Strategist is Ryan Detrick.
A company profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 28, 2026.
Key takeaways
Carson Group is an Omaha-based wealth advisory firm with over $66 billion in assets under management.
Ron Carson founded it in 1983 and remains majority owner; Burt White has been CEO since April 2024.
Bain Capital made a minority investment in 2021 that valued Carson at over $1 billion.
Its research team includes Chief Market Strategist Ryan Detrick, who appeared on The Pomp Podcast on October 27, 2026.
What is Carson Group?
Carson Group is a wealth advisory firm headquartered at 14600 Branch Street in Omaha, Nebraska. It manages over $66 billion in assets and serves more than 60,000 client families through an advisory network of more than 165 partner offices, including more than 50 Carson Wealth locations, according to its October 27, 2026 announcement. That asset figure covers Carson Group Holdings, LLC, including CWM, LLC and Northwest Capital Management, Inc.
Carson offers investment advisory services through CWM, LLC, an SEC-registered investment adviser. The firm was founded in 1983 by Ron Carson, according to Bain Capital.
What does Carson Group do?
Carson serves both financial advisors and their clients. Here is how the company and its announcements describe the business:
Three businesses. Carson Wealth, Carson Coaching and Carson Partners, per the 2021 Bain Capital announcement.
Advisor services. Carson provides advisors with marketing, compliance, technology, investment strategies, succession planning, M&A support and coaching, according to the same announcement.
Acquisitions. Carson regularly adds advisory teams to its network. On October 27, 2026 it announced that St. John & Associates, a family-owned firm in Roswell, Georgia, with about $131 million in assets, joined its Carson Wealth office in Milton, Georgia.
Steve AI. Carson has its own AI platform for advisors, called Steve. On October 19, 2026 it added business insights, which let advisors ask questions about their own business data, such as where new assets are coming from and client retention, at no added cost.
Research. Carson's investment research team, which includes Chief Market Strategist Ryan Detrick, publishes market commentary and the weekly Facts vs Feelings podcast, co-hosted by Detrick and Chief Macro Strategist Sonu Varghese.
Who runs Carson Group?
Burt White is CEO. Founder Ron Carson moved to Chairman and named White CEO on April 9, 2024, according to the company's announcement, and Carson retains majority ownership. White joined Carson in 2022 after 14 years as Managing Director and Chief Investment Officer at LPL Financial.
Ryan Detrick joined as Chief Market Strategist in July 2022, also from LPL, according to the announcement of his hire.
Who owns Carson Group?
Founder Ron Carson is the majority owner. In July 2021, Bain Capital made a strategic minority investment that valued the business at over $1 billion, buying out Long Ridge Equity Partners, which had invested in 2016. Financial Planning reported that Bain bought a 29% stake.
How big is Carson Group?
It has grown quickly. When Bain invested in July 2021, Carson managed more than $17 billion for more than 37,000 families through 110 partner offices. When Detrick joined in July 2022, Carson said its partners managed $20 billion. As of October 2026, it reports over $66 billion and more than 60,000 client families.
Why does Carson Group matter?
Scale in independent advice. Carson has grown by bringing independent advisory teams into its network, where they share its research, technology and compliance support.
A visible research voice. Through Detrick, Varghese and Facts vs Feelings, Carson's market views reach investors well beyond its own clients.
AI for advisors. Its in-house Steve platform is an example of how wealth firms are building AI into advisor workflows.
What did The Pomp Podcast say about Carson Group?
Carson's Ryan Detrick joined The Pomp Podcast on October 27, 2026, in "Everyone Is Bearish And That's Exactly Why You Should Buy". He described how the Carson investment research team positions portfolios, starting at 10:07. Quotes below are from the episode, with timestamps.
"So we are, we manage about $9.1 billion on the Carson investment research team for financial advisors all over the country and their clients."
"Yeah, we own all three of them."
"We've got something called the Carson leading economic indicator."
"All three" refers to gold, bitcoin and real assets. Detrick said Carson's unconstrained tactical model holds about 1.5% bitcoin and 3% gold, more in place of bonds than stocks, and that the firm has a slight tilt toward technology. These figures are his description on the show; they were not independently verified.
Watch or listen to the latest episode
"Everyone Is Bearish And That's Exactly Why You Should Buy" with Ryan Detrick, October 27, 2026. The Carson discussion starts at 10:07.
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Frequently asked questions
What is Carson Group?
Carson Group is a wealth advisory firm based in Omaha, Nebraska, with over $66 billion in assets under management and more than 165 partner offices.
Who owns Carson Group?
Founder Ron Carson is the majority owner. Bain Capital made a minority investment in July 2021.
Who is the CEO of Carson Group?
Burt White has been CEO since April 9, 2024, when Ron Carson became Chairman.
How much money does Carson Group manage?
Carson Group reports over $66 billion in assets under management as of October 2026.
Who is Carson Group's chief market strategist?
Ryan Detrick, who joined in July 2022 from LPL Financial and co-hosts the Facts vs Feelings podcast.
Sources
Last updated: October 28, 2026
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The Pomp Podcast is hosted by Anthony Pompliano and covers the future of business, finance and technology. The show features Pomp's conversations with founders, investors and economists about bitcoin, markets, AI and the economy. Follow The Pomp Podcast on X.
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This profile is for informational purposes only and reflects reporting available as of October 28, 2026, plus opinions shared on The Pomp Podcast. It is not investment advice. Do your own research before making any investment decision.
