Meet The Billionaire Financial Advisor Who Embraced Psychedelics And Found Bliss
Forbes Daily Briefing
Forbes
4.4 • 18 Ratings
🗓️ 10 February 2026
⏱️ 5 minutes
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Summary
Billionaire Ron Carson pulled himself out of poverty by building a $55 billion financial advisory giant and teaching other advisors to scale like him. Now, thanks to his own personal coaches, he’s changed his name to Omani and found joy.
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Transcript
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| 0:00.0 | Here's your Forbes Daily Briefing, bonus story of the week. |
| 0:04.9 | Today on Forbes, meet the billionaire financial advisor who embraced psychedelics and found bliss. |
| 0:12.8 | An afternoon birthday party for Omani Carson's three-year-old granddaughter is raging in his house, |
| 0:18.8 | nestled along a golf course on a dead-end street in Omaha, Nebraska. |
| 0:23.3 | Toys and party decorations litter the living room, where kids are bouncing among games, television, |
| 0:28.8 | and cake. Carson steps away into his quiet downstairs office, walls lined with signed guitars |
| 0:35.0 | and hunting rifles. Sitting at a polished wooden table, |
| 0:38.9 | he says, quote, we're never moving from here. My CEO and best friend lives one house over. |
| 0:45.0 | My kids are moving across the street. They renamed it the cult de sac. |
| 0:50.2 | A few miles down the road, some of his 672 staffers at the headquarters of his $55 billion in assets under management, Carson Group, |
| 0:59.7 | are advising clients which stocks to buy and which to avoid, and dispensing wisdom about setting up a durable power of attorney or writing a living will. |
| 1:09.0 | Others are helping other financial advisors around the country do the same. |
| 1:13.3 | Carson says, quote, they're part of our extended family, and we treat them that way. |
| 1:19.1 | For four decades, while his first name was still Ron, Carson, who is 61 years old, |
| 1:25.5 | built one of the largest registered financial advisor firms in the nation |
| 1:29.0 | by leaning into personal relationships with his clients. He embraced scores of independent |
| 1:34.5 | advisors looking for guidance, developing a coaching business to teach them his ways, and a support |
| 1:40.1 | operation to help with things like marketing, tech, and infrastructure. |
| 1:51.6 | Today, his business has 150 partner offices serving 54,000 affluent families across the nation, |
| 2:00.2 | up from 33,000 in 2020. Assets have surged more than threefold since 2021, when Carson sold a minority stake to Bain Capital at a $1 billion |
| 2:03.1 | valuation. Now, thanks to a roughly 51% share of the company and some 16,000 acres of |
| 2:10.5 | Nebraska farmland, Carson, a former Forbes contributor, is only the second billionaire financial |
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