Mark McCarron has been Managing Member of Arrowroot Family Office since January 2023, is a control person of the firm and directly owns between 10% and 25% of it. Mark McCarron holds a Bachelor of Science in Systems Engineering from the University of Virginia.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
Mark McCarron is Partner and Managing Director of Arrowroot Family Office, based in Charlottesville, VA. He mentors junior advisors and serves his own financial advisory clients, specializing in financial planning, portfolio management, tax planning and cash flow projections. Before Arrowroot, he ran his own firm, Bond Wealth Management, and earlier worked in credit default swap and corporate bond credit trading in New York City.
Mark McCarron’s longest registration is the current one, 5 years at Arrowroot Family Office since 2020. Before joining Arrowroot Family Office in 2020, Mark McCarron was registered through Bond Wealth Management, LLC.
- Arrowroot Family Office, LLCCurrent– present · 5 yearsCharlottesville, VA · Adviser representative · Firm CRD 168744
- Bond Wealth Management, LLC– · 3 yearsCharlottesville, VA · Adviser representative · Firm CRD 290171
Professional designations
Listed by Arrowroot Family Office
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mark McCarron is registered as an investment adviser representative in 2 states. The first approvals date from December 2020; the most recent is Texas, in February 2022.
- TexasSince 8 February 2022
- VirginiaSince 23 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 2008 |
| Series 7 | General Securities Representative Examination | 6 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Ryan McCarron
- CRD
- 5402240
- Firm
- Arrowroot Family Office · CRD 168744
- Role
- Managing Member
- Office
- 2 Boars Head Lane, Suite 110, Charlottesville, VA 22903
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arrowrootadvisors.com
Where does Mark McCarron work?
Mark McCarron has been Managing Member of Arrowroot Family Office, LLC since January 2023, and is a control person of the firm.
Is Mark McCarron a financial advisor?
Yes. Mark McCarron has a current investment-adviser registration in Texas and Virginia, through Arrowroot Family Office since December 2020.
How many years of experience does Mark McCarron have?
Mark McCarron has 8 years in the financial industry, since October 2017, across 2 adviser firms.
What exams has Mark McCarron passed?
Mark McCarron has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 2007. FINRA credited Mark McCarron with the SIE, which began in October 2018.
Where is Mark McCarron based?
Mark McCarron’s registered office is in Charlottesville, VA.
Is Mark McCarron registered with FINRA?
No. Mark McCarron has no current broker registration.
Is Mark McCarron a CFP?
Arrowroot Family Office lists Mark McCarron with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Mark McCarron, CFP®, EA biography, arrowrootadvisors.com
How can I verify Mark McCarron’s record?
Search CRD 5402240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark McCarron’s full registration record.
