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 | Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines |
| 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 | |
| Principal Greg Carlson is named among the nation’s 150 Best Financial Advisers for Doctors by Medical Economics magazine | |
| 2009 | Principal Jeff Carlson recognized as a Twin Cities 5-Star Wealth Manager in Mpls St Paul and Twin Cities Business magazines |
| Principal Greg Carlson featured on cover story in 35C magazine: A Wealth of Success | |
| 2010 | Principals Jeff & Greg Carlson recognized as a Twin Cities 5-Star Wealth Managers in Mpls St Paul and Twin Cities Business magazines |
| Named among the nation’s Best Financial Advisers for Doctors by Medical Economics magazine | |
| $750 million of assets under management | |
| 2011 | Principal Jeff Carlson included as four-year winner of Twin Cities 5-Star Wealth Manager recognition in Mpls St Paul and Twin Cities Business magazines |
| Opened new office building in historic downtown Hastings, Minnesota | |
| Celebrated tenth annual sponsorship of Northfield Jingle Bell Run/Walk | |
| 2012 | Named among the Best Financial Advisers for Doctors in Medical Economics Magazine |
| Hosted first CCM Wealth Integration Forum, Wealth, Health and Philanthropy | |
| 2013 | $1 billion of assets under management |
| 2014 | CCM announces establishment of ViaForte- Wealth Strategy and Insurance Advisors |
| Principal Justin Stets named President of Zero Alpha Group | |
| 2015 | CCM ranked #2 in CNBC’s 2015 Top 100 Wealth Management Firms in the U.S. |
| 2016 | Principals announce all CCM colleagues to share in firm ownership |
| Returned to downtown location in Rochester, Minnesota | |
| CCM recognized as Business of the Year by Hastings, Minnesota Chamber of Commerce | |
| CCM named Top 100 Small Business by U.S. Chamber of Commerce | |
| $1.5 billion of assets under management | |
| 2017 | CCM celebrates thirty years of serving clients |
| Firm honored with Twin Cities Business Small Business Success Story Award | |
| CCM recognized for ten years of CEFEX certification | |
| 2018 | $2 billion of assets under management |
| CCM named among the 100 Best Companies to Work For by Minnesota Business magazine |