Team move
Yari Capital
Northwestern Mutual → Carson Group
What changed
Founder and senior wealth advisor moves his practice from Northwestern Mutual to Carson Group.
- Reported / discovered
- Aug 20, 2026
- Effective
- Not reported
- New role
- Founder and Senior Wealth Advisor
- Previous role
- Not reported
- Market
- Atlanta, GA
- Reported book
- $405M
- Reported team size
- 5 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Aug 20, 2026 · Reporting
Private Wealth Daily ↗Aug 20, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled