Carlson Financial, Inc.
● SEC registered since 2025CRD 335831SEC# 801-134078Canby, OR
Reg. AUM
$338.3M
Employees
9
Accounts
1,969
Location
Canby, OR
About Carlson Financial
Carlson Financial, presenting as 4:8 Financial, is a faith-based financial planning firm offering purpose-centered planning and biblically aligned investing. It emphasizes long-term client relationships, risk-aware goal setting, and planning that connects money decisions with personal values.
Summary based on the firm’s website.
Carlson Financial, Inc. assets under management
Carlson Financial, Inc. is a registered investment adviser overseen by the SEC based in Canby, OR. The firm has been registered since 2025. It reports $338.3 million in regulatory assets under management and employs 9 people.
Carlson Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Stevens Carlson Control | President/Cco | Over 75% | 2015 |
Frequently asked questions
How much does Carlson Financial, Inc. manage?
Carlson Financial, Inc. reports $338.3 million in regulatory assets under management on its Form ADV.
How many employees does Carlson Financial, Inc. have?
Carlson Financial, Inc. reports 9 employees.
Where is Carlson Financial, Inc. located?
Carlson Financial, Inc. is based in Canby, OR and has been SEC-registered since 2025.
Does Carlson Financial, Inc. disclose fund performance?
Carlson Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 266 Northwest 1st Ave, Canby, OR 97013 |
| Phone | 503-266-4848 |
| Fax | 503-266-4840 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$338.3M▲ 12%
Oct '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$338.3Mregulatory AUM
Discretionary $338.3M