Overview
Assets Under Management: $104 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 60
Average Client Assets: $1.4 million
Frequently Asked Questions
CARTER, TERRY & COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #16365), CARTER, TERRY & COMPANY, INC. is subject to fiduciary duty under federal law.
CARTER, TERRY & COMPANY, INC. is headquartered in ATLANTA, GA.
CARTER, TERRY & COMPANY, INC. serves 60 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, CARTER, TERRY & COMPANY, INC. offers portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CARTER, TERRY & COMPANY, INC. manages $104 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, CARTER, TERRY & COMPANY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.36%
Average Client Assets: $1.4 million
Total Client Accounts: 168
Discretionary Accounts: 31
Non-Discretionary Accounts: 137
Regulatory Filings
CRD Number: 16365
Filing ID: 2085310
Last Filing Date: 2026-03-27 14:14:25