Carson Group Fully Acquires $365 Million Sarasota-Based Advisory
Carson Group, a wealth advisory firm with more than $42 billion in assets under management, has fully acquired Carson partner firm SRQ Wealth. The Sarasota, Fla.,-based business manages $365 million in assets and became a Carson partner in 2019. It will continue to be led by Steve Martin, managing partner and senior wealth adviser, and his partners Karin Grablin and Justin Salemy, and they will continue to operate under the SRQ Wealth name.
“We are grateful that Steve, Karin, Justin and their team put their trust in us to enter this next chapter,” said Burt White, chief executive officer of Carson Group. “We see an incredible opportunity to build upon the success of our partnership and drive forward our shared mission of creating sustainable growth while maintaining excellent client service – and we believe we are stronger together.”
The advisers at SRQ Wealth are ready to enter their next phase of growth, and the expanded relationship with Carson Group will help improve the firm’s operating system and make it easier to do business, according to the firm.
“This partnership with Carson represents a strategic step in our vision to build a firm designed not just for today but for the next 100 years,” said Martin. “At the heart of this decision is a commitment to long-term sustainability. We’re laying the groundwork for a thoughtful, deliberate plan that ensures continuity for generations to come, and our combined strengths position us to lead with stability, vision and purpose well into the future.”
SRQ Wealth becomes the 25th wholly owned Carson Wealth office. Last month, it fully acquired Mommaerts Mahaney Financial Services, a Marquette, Mich.-based firm serving approximately $314 million AUM and intending to rebrand as a Carson Wealth office. In January 2025, Carson Group announced that its Carson Wealth Chicago location would transition to being wholly owned by Carson Group. Carson Wealth Chicago, under the leadership of Mark McCallum, grew from $163 million in AUM in 2019 to more than $1 billion at the end of 2024.
Through this latest activity, SRQ Wealth will be able to provide expanded resources, tools, and support for their team and clients, elevating the firm’s ability to deliver exceptional service and innovation. In addition to the three partners, the team also includes Juliana Carmona, associate wealth adviser, and office support staff members Taylor Wald, Heather Diggs, Amy Treis, and Dana Towell.
Carson Group serves more than 53,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.
Click here to visit the AltsWire directory page.
