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| Happy Holidays!! thanks for using AUM13F!! |
| Carter Financial Group Inc
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| CRD # | 301025 |
| SEC # | 801-118263 |
| CIK # | 0001919749 |
| AUM | $325.1 M (2025-02-27) |
| Employees | 9 (56% Investors, 22% Brokers) |
| Phone | 847-713-2700 |
| Address | 200 N Northwest Highway Barrington, IL 60010 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| Microsoft Corp | 1.4 | ||
| Tesla Motors Inc | 1.0 | ||
| Exxon Mobil Corp | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Square Inc | 0.7 | ||
| Amazon Com Inc | 0.5 | ||
| McDonalds Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Nutrien Ltd | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 736 | 130.7 |
| (b) Individuals (high net worth individuals) | 76 | 183.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,093 | 325.1 |
| By Discretionary | ||
| Discretionary | 1,511 | 261.9 |
| Non-Discretionary | 582 | 63.2 |
| Total | 2,093 | 325.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 324.5 | |
| Total | 2,093 | 325.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001919749] |
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