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Carmichael Advisory Services LLC (Orlando)


Carmichael Advisory Services LLC is a related adviser based in Orlando. It manages $1.84 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001.

Carmichael Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carmichael Advisory Services: assets under management

The assets under management (AUM) of Carmichael Advisory Services LLC is $1.84 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carmichael Advisory Services LLC for their services and products based on a percentage of assets under management, hourly charges, commissions, 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 Orlando

The principal office where Carmichael Advisory Services LLC performs its advisory services is located at 301 East Pine Street, Suite 150, Orlando, FL 32801, which is also the mailing address of the firm. An additional office of the firm is in Northwood, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-843-7521 or by fax 407-841-8007. The normal business hours are 9am - 5pm on Monday - Friday.


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