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CARTER, TERRY & COMPANY, INC.
CRD 16365 · SEC 801-113129
3340 PEACHTREE RD NE, SUITE 1400, ATLANTA, GA, 30326, United States
Phone
404-364-2070
Fax
404-364-2079
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.0M
Discretionary AUM
$90.3M
Team
33 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $20.4M |
| High net worth individuals | 60 | $81.5M |
| Pension/profit sharing plans | 1 | $1.1M |
| Corporations/business entities | 5 | $1.0M |
States served
AL, CO, GA, LA, NJ, NC, OK, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD