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SUSAN CARLISLE

CARLISLE, SUSAN

CRD 134752

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$22.7M

Discretionary AUM

$22.7M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-21

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals1$470K
High net worth individuals10$22.2M

Official SEC filing: View on IAPD