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Carmichael Strategies LLC (Phoenix)


Carmichael Strategies LLC is a large advisory firm based in Phoenix. It manages $43.21 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.

Carmichael Strategies provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carmichael Strategies: assets under management

The assets under management (AUM) of Carmichael Strategies LLC is $43.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carmichael Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Carmichael Strategies LLC performs its advisory services is located at 1507 W Parkside Lane, Phoenix, AZ 85027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 623-580-9500 or by fax 623-580-9720. The normal business hours are 9 am to 5 pm on Monday - Friday.


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