The principals of Carlson Capital Management have been providing financial planning and investment management services since 1982.
Historical Growth of Assets Under Management ($ millions):
Key dates in the history of Carlson Capital Management:
| 1986 | Formation of present day Carlson Capital Management with offices in Hastings and Northfield, Minnesota |
| 1992 | Transition from commission-based to fee-based investment management firm |
| 1992 | $5 million of assets under management; 3 employees in the firm |
| 1996 | $50 million of assets under management |
| 1998 | Began partnership with Dimensional Fund Advisors (DFA) and became the largest DFA Advisor in the state of Minnesota |
| 1998 | Charitable trust administration services added |
| 1998 | Announced the addition of tax preparation services exclusively for CCM clients |
| 1998 | $100 million of assets under management |
| 1999 | Announced the addition of Employee Stock Option Planning |
| 2000 | Acquired historic 11 Bridge Square building in Northfield |
| 2001 | Corporate trustee services added with the formation of Carlson Trust Company, a division of the National Independent Trust Company |
| 2001 | $200 million of assets under management |
| 2002 | Principals form the American Center for Philanthropy, a Minnesota-based 501(c)(3) dedicated to the advancement of philanthropy |
| 2003 | $300 million of assets under management |
| 2003 | Joined the Zero Alpha Group, an international network of leading independent advisory firms |
| 2004 | Expanded by opening an office in Rochester, Minnesota |
| 2004 | Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine |
| 2005 | $500 million of assets under management |
| 2005 | Principal, Greg Carlson, featured on cover of Boomer Market Advisor magazine |
| 2005 | Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine |
| 2006 | $700 million of assets under management |
| 2006 | Formed alliance with M Financial to offer enhanced insurance planning for clients |
| 2007 | Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as one of America’s Top Wealth Managers in Wealth Manager magazine’s annual rankings |
| 2007 | Among the first investment advisors, globally, to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX) |
| 2007 | $800 million of assets under management; 20 employees in the firm |
| 2008 | Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Minnesota Business magazines |
| 2008 | Expanded, adding new office in Southpoint Office Center, Bloomington, Minnesota |
| 2008 | Recognized and ranked by Financial Advisor magazine as a Top Registered Investment Advisor and as a Top Wealth Manager in Wealth Manager magazine’s annual rankings |
| 2008 | Principal Justin Stets earns the AIF® (Accredited Investment Fiduciary) designation, representing commitment to the highest standards of investment fiduciary excellence. |