On May 28, 2025, Carson Group announced that it fully acquired partner firm SRQ Wealth.
Carson Group (“Carson”) announced, on May 28, 2025, that it fully acquired partner firm SRQ Wealth (“SRQ”). SRQ will continue to operate under the SRQ name and will maintain its current leadership. Further terms of the deal were not disclosed.
Carson, based in Omaha, Nebraska, is a registered investment advisor offering personalized financial planning, investment management, and business consulting services. Carson has approximately $42 billion in assets under management.
SRQ, based in Sarasota, Florida, is a registered investment advisor providing wealth management, financial planning and retirement planning services. SRQ has approximately $365 million in assets under management.
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