History of Carlson Capital Management
Key events and milestones in the history of Carlson Capital Management:
1987
Formation of present day Carlson Capital Management
with offices in Hastings and Northfield, Minnesota
| 1987 | Formation of present day Carlson Capital Management with offices in Hastings and Northfield, Minnesota |
| 1992 | $5 million of assets under management; 3 employees in the firm |
| Transition from commission-based to fee-based investment management firm | |
| 1996 | $50 million of assets under management |
| 1998 | Charitable trust administration services added |
| Began partnership with Dimensional Fund Advisors (DFA) and became the largest DFA Advisor in the state of Minnesota | |
| Announced the addition of tax preparation services exclusively for CCM clients | |
| 1999 | $100 million of assets under management |
| Announced the addition of Employee Stock Option Planning | |
| 2000 | Acquired historic 11 Bridge Square building in Northfield, Minnesota |
| 2001 | Corporate trustee services added with the formation of Carlson Trust Company, a division of the National Independent Trust Company |
| 2002 | Principals form the American Center for Philanthropy, a Minnesota-based 501(c)(3) dedicated to the advancement of philanthropy |
| 2003 | Joined the Zero Alpha Group, a national network of leading independent advisory firms |
| 2004 | Expanded by opening an office in Rochester, Minnesota |
| Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine | |
| 2005 | $500 million of assets under management |
| Principal, Greg Carlson, featured on the cover of Boomer Market Advisor magazine | |
| Recognized and ranked as a Top Wealth Manager by Bloomberg Wealth Manager magazine | |
| 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 |
| Among the first investment advisors, globally, to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX) | |
| 2008 | Expanded, adding new office location in Bloomington, Minnesota |
| Principal Justin Stets earns the AIF® (Accredited Investment Fiduciary) designation, representing commitment to the highest standards of investment fiduciary excellence | |
| 2011 | Opened new office building in historic downtown Hastings, Minnesota |
| Celebrated tenth annual sponsorship of Northfield Jingle Bell Run/Walk | |
| 2013 | $1 billion of assets under management |
| 2014 | Establishment of ViaForte- Wealth Strategy and Insurance Advisors |
| Principal Justin Stets named President of Zero Alpha Group | |
| 2015 | Ranked #2 in CNBC’s 2015 Top 100 Wealth Management Firms in the U.S. |
| 2016 | Returned to downtown location in Rochester, Minnesota |
| Recognized as Business of the Year by Hastings, Minnesota Chamber of Commerce | |
| Named Top 100 Small Business by U.S. Chamber of Commerce | |
| $1.5 billion of assets under management | |
| 2017 | Celebrated thirty years of serving clients |
| Honored with Twin Cities Business Small Business Success Story Award | |
| Recognized for ten years of CEFEX certification | |
| 2018 | $2 billion of assets under management |
| Named among the 100 Best Companies to Work For by Minnesota Business magazine | |
| 2019 | Named a Dakota-Scott Employer of Excellence |
| 2020 | Named a Financial Times 300 Top RIA |
| 2021 | Honored as a Star Tribune Top Workplace in Minnesota |
| President Justin Stets named a Notable Leader in Finance | |
| $3 billion of assets under management | |
| 2022 | Honored as a Star Tribune Top Workplace in Minnesota |
Please see here for IMPORTANT DISCLOSURE INFORMATION regarding rankings and awards.