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They include 718 individual clients, 239 high-net-worth individuals, and 23 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Carrera Capital Advisors offer?","answer":"Carrera Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, retirement plan services, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Carrera Capital Advisors charge?","answer":"Carrera Capital Advisors charges 0.20%–1.40% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.","source":"CARRERA CAPITAL ADVISORS, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Carrera Capital Advisors use?","answer":"Carrera Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $690M and The Charles Schwab & Co., Inc. (San Fransisco, CA), with $188M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Carrera Capital Advisors have?","answer":"Carrera Capital Advisors has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Carrera Capital Advisors invest in?","answer":"At the end of its last fiscal year, Carrera Capital Advisors’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 13% U.S. government and agency bonds, 5% cash and equivalents and 3% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Carrera Capital Advisors?","answer":"Carrera Capital Advisors is owned through holding companies by Keith Nichol and Jacob Raska. Its direct owners are KN Seven, LLC (50% to 75%) and Jake Raska LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Carrera Capital Advisors get paid?","answer":"Carrera Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Carrera Capital Advisors?","answer":"Carrera Capital Advisors’ main office is at 901 Wilshire Drive, Suite 565, Troy, MI 48084-5611. Its phone number is 248-362-5009. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}