Fee-OnlyFinder

Carey Investment Solutions LLC

Financial planning in Philadelphia, PA

State registeredNo commissions reported

Call (610) 909-2501Send a messageMap ↗

Public-record details

Address
100 East Penn Square, Mindspace Suite 402, Philadelphia, PA 19107
Phone
(610) 909-2501
Listed under
Financial planning, % of assets managed
CRD number
165605
Registration
State registered: PA
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$24.5 million
Accounts managed
28
Clients reported (Form ADV 5.D)
28
Individual / high-net-worth clients
23 / 5
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-01-20

State registered (PA) investment adviser, CRD 165605, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Philadelphia

Attinger, LLC1325 N Beach St, Unit 203 · Philadelphia, PA 19125 · (215) 600-1296 · Flat / fixed feesCRD 311772 · % of assets, Fixed fees, Performance-based fees · $394.5 million AUMSEC registeredNo commissions reportedAuctus Wealth Management INC.1706 Delancey Place · Philadelphia, PA 19103 · (800) 655-7162 · Financial planningCRD 160036 · % of assets, Hourly charges, Fixed fees · $45.4 million AUMState registeredNo commissions reportedBishop & Associates INC1900 Market Street, FL 8 · Philadelphia, PA 19103 · (215) 568-5450 · % of assets managedCRD 105257 · % of assets, Performance-based fees · $32.0 million AUMState registeredNo commissions reportedBrandywine Global Investment Management, LLC1735 Market Street, Suite 1800 · Philadelphia, PA 19103 · (215) 609-3500 · % of assets managedCRD 110783 · % of assets, Performance-based fees, Other · $65.4 billion AUMSEC registeredNo commissions reportedBryn Mawr Trust Advisors, LLC1818 Market Street, 22nd Floor · Philadelphia, PA 19103 · (215) 731-1820 · Financial planningCRD 285359 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedClark Capital Management Group INCOne Liberty Place, 53rd Floor, 1650 Market Street · Philadelphia, PA 19103 · (215) 569-2224 · % of assets managedCRD 104796 · % of assets · $35.7 billion AUMSEC registeredNo commissions reportedCooke & Bieler, L.P.Two Commerce Square, 2001 Market Street, Suite 4000 · Philadelphia, PA 19103 · (215) 246-2030 · % of assets managedCRD 113859 · % of assets, Performance-based fees · $10.6 billion AUMSEC registeredNo commissions reportedCorient Shc Partners (US) LPTwo Liberty Place, 50 S. 16th Street, Floor 34 · Philadelphia, PA 19102 · (610) 545-6100 · Financial planningCRD 289784 · % of assets, Fixed fees, Performance-based fees · $1.7 billion AUMSEC registeredNo commissions reported

All 36 in Philadelphia →