Carter Ridge Strategic Advisors
RIAState Registered
Total AUM
$5.5M
Discretionary
$3.4M
62% of AUM
Avg account
$500K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 322160
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.82%
- Individuals24.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Carter Ridge Strategic Advisors is a limited liability company that provides portfolio management for individuals and small businesses. The firm is owned by an individual and serves a client base made up of individuals and families. Its advisory model includes discretionary and non‑discretionary management and it charges a mix of percentage‑of‑AUM, hourly, and fixed fees. The firm does not describe itself as an ESG active investor, is not a multi‑state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Cash & Cash Equivalents30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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