Carson Group Acquires Aveo Capital
July 13, 2025
Carson Group, a wealth advisory firm with more than $42 billion AUM, has acquired Aveo Capital, a Colorado-based wealth advisory managing roughly $608 million in client assets. Aveo will be rebranded as a Carson Wealth location as part of Carson's expansion into the Rocky Mountain region and to support succession and growth for the Englewood team.
- Buyers
- Carson Group
- Targets
- Aveo Capital
- Sellers
- Certain partners of Aveo Capital (selling shareholders)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Transaction Type
- Buyout
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