Carter Advisory Services, Inc

Overview

Carter Advisory Services, Inc. is registered as an independent registered investment adviser operating as a corporation. FINTRX characterizes the firm’s client-facing activity around financial planning rather than discretionary portfolio management: advisory services are listed as financial planning services, and the firm charges clients via hourly and fixed fees. The firm is not flagged as an active ESG investor and is indicated as not acting as a capital allocator or a pension consultant. Industry affiliation information shows the firm also operates as a real estate broker. The FINTRX snapshot does not include an SEC registration year and identifies the owner type as a mix of domestic entity and individual ownership. The profile suggests Carter Advisory Services, Inc. runs a fee-for-service planning practice and relies on external investment products rather than managing significant proprietary or pooled investment capital.

Assets & Accounts

Investments & Alternatives

Location & Offices