Carter Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 123069
- Website
- www.carter-capital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.21%
- Individuals1.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Carter Capital Management is an independent, sole-proprietorship RIA that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. It operates as a single-owner advisory practice and does not identify as an ESG-focused manager, a capital allocator, or a multi-state adviser.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities31%
- Non-Exchange Traded Equities30%
- US Government Bonds18%
- State & Local Bonds8%
- Public Funds/Mutual Funds7%
Contacts
1 of 1
David Carter
PresidentCRD 2595422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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