Carson Group Plans $80 Million Spend on New HQ
Carson Group is so sure of its continued growth that it’s investing $80 million in a new corporate headquarters in Omaha, Neb., according to the company.
The first phase of the project will be a $50 million six-story building with around 120,000 square feet, to be located in Omaha’s Heartwood Preserve area, according to a press release from the firm. That building will house Carson Group’s current 300 employees, the company says. The site has space for another building, and Carson Group says construction on another 80,000-square-foot building, which will cost $30 million, is slated to start in the middle of the year and be completed by the end of 2020, according to the press release. The buildings are designed and being developed by Goldenrod Capital Partners, Tetrad Property Group, and Leo A Daly, Olsson.
“Our new headquarters symbolizes so much more than a physical structure to support our next chapter of growth,” Ron Carson, the company’s founder and CEO, says in the press release. “This project is a testament to the imprint we’ve made on Omaha for the past 35 years, a precursor of our vision to be a national leader in financial services, and a beacon for those who want to join a movement for being the most trusted for financial advice.”
Carson Group — which includes Carson Wealth, Carson Coaching and Carson Partners, all headquartered in Omaha — offers coaching and partnership services to advice firms, as well as financial advice services to investors, the company says.
Carson Group signaled its intent to grow its wealth management business early in the year when it hired new investor and advisor retirement education executive, Jamie Hopkins, in January, as reported.
That month, Carson Wealth, which is part of Carson Group Partners, also lured a veteran Wells Fargo financial advisor. But the firm had been busy poaching clients from rivals long before that. In December, Carson Group lured a $225 million practice from Stifel Nicolaus.
In the previous quarter, Carson Group brought on 12 firms and $1.2 billion in assets.