9AT: CARLIN WEALTH MANAGEMENT GROUP, LLC

Adviser Profile

As of Date	03/12/2026
Registration	SEC, Approved, 03/15/2023
Other registrations (1)	SEC, 120-Day Approval, 03/15/2023
ADV Location	AUSTIN, TX, United States
Contact Info	737 xxxxxxx
Websites

AUM^*	240,889,754 23%
of that, discretionary	229,402,157 17%
Number of Employees	4 100%
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	223,875 15%
% High Net Worth	37.89% 8%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser INTERNATIONAL ASSETS ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser GG CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MARI LEGACY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.9m	#Funds-
Adviser BRIDGE CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM687.3m	#Funds-
Adviser COMMONWEALTH FINANCIAL SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM994.7m	#Funds-
Adviser COHERENCE FINANCE INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.0k	#Funds-
Adviser DIAZO, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM221.6m	#Funds-
Adviser COTTONWOOD CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund20.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV20.3m	AUM347.3m	#Funds4
Adviser LOCKTON INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM21.6b	#Funds-
Adviser JOHNSON ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Carlin Wealth Management Group, LLC (hereinafter called “CWMG”) is a Registered Investment Adviser based in Austin, Texas, and incorporated under the laws of the State of Texas. CWMG is owned by Nicholas Carlin, Premier Capital Inspiration Inc., and Teresa Angelina. CWMG is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in March 2023, CWMG provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. CWMG also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. CWMG provides investment advisory and other financial services through its Investment

Advisory Representatives ("IAR") to accounts opened with CWMG. Managed Accounts are available to individuals and high net worth individuals. CWMG provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. CWMG will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. CWMG and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) As of June 13, 2023, the firm currently has the following assets under management: Discretionary AUM: $120,000,000 Non-Discretionary AUM: $0 Form ADV, Part 2A, Item 5

CARLIN WEALTH MANAGEMENT GROUP, LLC

CARLIN WEALTH MANAGEMENT GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CARLIN WEALTH MANAGEMENT GROUP, LLC CARLIN WEALTH MANAGEMENT GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CARLIN WEALTH MANAGEMENT GROUP, LLC

CARLIN WEALTH MANAGEMENT GROUP, LLC