Carson Wealth Adds Omaha Advisor with $103M AUM as Succession Plan Unfolds
Event summary
- Roger Augustyn, a 40-year veteran advisor with $103M AUM, joins Carson Wealth Omaha from Osaic.
- Augustyn's move is part of a retirement succession plan, transitioning clients to Managing Director Jon Springer.
- Carson Group manages $55B in AUM across 150+ partner offices, including 50 Carson Wealth locations.
- Augustyn's practice focuses on retired college professors, emphasizing long-term relationships and education.
- Carson highlights its practitioner-led model and technology investment as key differentiators.
The big picture
The hire underscores Carson Group's strategy of attracting experienced advisors nearing retirement, leveraging its technology and team depth to ensure smooth client transitions. This move aligns with broader industry trends where wealth managers are consolidating to address succession challenges and scale advisory services. The $103M AUM transfer, while modest relative to Carson's $55B total, signals the firm's ability to attract niche advisors with specialized client bases.
What we're watching
- Client Retention
- How Carson Wealth Omaha will maintain Augustyn's client relationships during the transition.
- Succession Model
- Whether Carson's practitioner-led approach can scale effectively with advisor retirements.
- Competitive Positioning
- The pace at which Carson can differentiate itself from competitors like Osaic in advisor recruitment.
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