About The Shobe Financial Group
The Shobe Financial Group is a Financial Services company based in Baton Rouge (United States) founded in 1983 by Edward Louis Shobe, and was acquired by Carson Group in March 2023. Financial advisory services are provided to clients by the firm. The Shobe Financial Group offers products and services including Financial Planning, Retirement Planning, Estate Planning, and Investment Management. Its focus areas include Asset Management and Financial Advisors. Its legal entity is CWM, LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
The Shobe Financial Group was founded in 1983 by Edward Louis Shobe in Baton Rouge, United States. Financial advisory services are offered within the finance sector, focusing on client consultations and planning. Operations are based in the southern United States, with emphasis on personalized financial strategies. The firm serves individuals and businesses through established advisory practices, maintaining a presence in regional markets since its inception.
- Headquarters Baton Rouge, United States
- Founders Edward Louis Shobe
- Stage Acquired
- SectorsFinancial Services
- Website shobe.com
- Social LinkedIn X YouTube
- Acquired by Carson Group (Mar 2023)
- Legal Name Cwm, Llc
- Investors
- Acquired byCarson Group
(Mar 2023)
Products & Services of The Shobe Financial Group
The Shobe Financial Group offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, Estate Planning, and Investment Management.
Offers personalized strategies for managing personal finances and goals.
Assists in preparing retirement strategies and savings options.
Guides on asset distribution and legacy management for heirs.
Manages portfolios to optimize growth and risk mitigation.
Apps and channels of The Shobe Financial Group
its YouTube channel Carson Wealth has 692 subscribers and 30 videos.
Videos from The Shobe Financial Group
The most watched videos on The Shobe Financial Group's YouTube channel, Carson Wealth (692 subscribers). Click a video to play it here.
More on Carson Wealth.
Investors in The Shobe Financial Group
The Shobe Financial Group has secured backing from 1 investor. Prominent investors backing the company include Carson Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Practice management software is provided for financial advisors. | 1983 | carsongroup.com | Omaha, United States |
Investor details for The Shobe Financial Group
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People of The Shobe Financial Group
1 people are tracked at The Shobe Financial Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Edward Louis Shobe | Founder | Leadership |
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Timeline of The Shobe Financial Group
2 dated milestones of The Shobe Financial Group across 40 years, from founding to its latest funding, stage changes and deals.
- Founded The Shobe Financial Group is founded.
- Exit Acquired by Carson Group.
Competitors of The Shobe Financial Group
The Shobe Financial Group has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of The Shobe Financial Group
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Top companies in Asset Management
3 companies that operate in the same segment as The Shobe Financial Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about The Shobe Financial Group
Complete news archive for The Shobe Financial Group
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Frequently Asked Questions about The Shobe Financial Group
The Shobe Financial Group was founded in 1983.
The Shobe Financial Group is headquartered in Baton Rouge, United States. It is registered at Baton Rouge, Louisiana, United States.
The Shobe Financial Group was founded in 1983 by Edward Louis Shobe in Baton Rouge, United States. Financial advisory services are offered within the finance sector, focusing on client consultations and planning. Operations are based in the southern United States, with emphasis on personalized financial strategies. The firm serves individuals and businesses through established advisory practices, maintaining a presence in regional markets since its inception.
The Shobe Financial Group's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
The Shobe Financial Group offers Financial Planning, Retirement Planning, Estate Planning, and Investment Management.
The Shobe Financial Group has 1 investor. Key investors include Carson Group.
The Shobe Financial Group operates through Cwm, Llc.
Yes. The Shobe Financial Group was acquired by Carson Group in March 2023.