Carson Group Expands Rocky Mountain Presence with Aveo Capital Acquisition

Thursday, Jul 10, 2025 11:14 am ET1min read

Carson Group, a $42 billion RIA, has acquired Aveo Capital, a Colorado-based RIA managing $608 million in assets. This is the firm's 15th deal in 2025, expanding its Rocky Mountain footprint. Aveo Capital's founders, Keys Tinney, Brian Rorick, and Michael Beerman, will remain with the business under the new ownership structure. Carson Group has substantially increased the pace of its consolidation strategy this year, acquiring several partner offices across the US.

Carson Group Expands Rocky Mountain Presence with Aveo Capital Acquisition

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