Carrera Capital Advisors, Llc
- Regulatory AUM
- $969M
- Discretionary
- $969M
- Clients
- 998
- Avg AUM / client
- $971K
- Accounts
- 1,957
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 718 | $201M | 20.7% |
| High net worth individuals | 239 | $584M | 60.3% |
| Investment companies | 1 | $121M | 12.5% |
| Pension and profit sharing plans | 23 | $40.8M | 4.22% |
| Charitable organizations | 1 | $304K | 0.03% |
| Corporations and other businesses | 16 | $21.9M | 2.26% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Andrew Raska | Managing Partner | Jul 2022 (4y) | ≈ 18.75% – 50% via Jake Raska Llc | |
| Keith Nichol | President & Ceo | Jul 2022 (4y) | ≈ 37.5% – 75% via Kn Seven, Llc | |
| Martin Lewis Schmidt | Partner | CFP Chartered Financial Consultant | Jul 2022 (4y) | ≈ 7.5% – 25% via Martin L. Schmidt, Llc |
| Pettit, Kenton, Keller | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Steven Geoffrey Lane | Registered representative | CFP Chartered Financial Consultant | May 2024 (2y) | |
| Anthony Sellors | Registered representative | Jul 2024 (2y) | ||
| Daniel Richmond | Registered representative | Jan 2025 (2y) | ||
| Madison E Clement | Registered representative | Jan 2025 (2y) | ||
| Devin Ellis | Registered representative | Oct 2025 (1y) | ||
| Bryan David Franco | Registered representative | CFA | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kn Seven, Llc | Member | May 2022 | A | 50% – 75% |
| Jake Raska Llc | Member | May 2022 | A | 25% – 50% |
| Martin L. Schmidt, Llc | Member | May 2022 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jacob Andrew Raska: 75% – 100% of Jake Raska Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Keith Nichol: 75% – 100% of Kn Seven, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Martin Lewis Schmidt: 75% – 100% of Martin L. Schmidt, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $690M (71% of AUM) Mar 2026
- Charles Schwab & Co. $188M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗