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| Keyboard |
| Carter Terry & Company Inc
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|---|---|
| CRD # | 16365 |
| SEC # | 801-113129 |
| CIK # | |
| AUM | 104.0 M (2026-03-27) |
| Employees | 37 (51% Investors, 97% Brokers) |
| Phone | 404-364-2070 |
| Address | 3340 Peachtree Rd NE Atlanta, GA 30326 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 26.5 |
| (b) Individuals (high net worth individuals) | 62 | 73.7 |
| (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 | 2 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 6 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 111.3 |
| By Discretionary | ||
| Discretionary | 50 | 32.1 |
| Non-Discretionary | 135 | 79.2 |
| Total | 185 | 111.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.3 | |
| Total | 185 | 111.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Experience Your Wealth LLC
✚
|
105.3 M | |
|
Compass Retirement LLC
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105.1 M | |
|
Vavra Capital Management LLC
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|
Millstone Financial Group Limited Liability Company
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|
Prestige Wealth Management LLC
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CO | 104.0 M |
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Alamo Capital
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CA | 103.6 M |
|
Navigation Wealth Management Inc
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CO | 103.2 M |
|
Networth Asset Management Inc
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102.8 M | |
|
UHY Wealth Management RIA LLC
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|
MI | 102.6 M |
|
Victory Asset Management Co Inc
✚
|
NJ | 102.5 M |