Mccarter Investments, LLC

Overview

Mccarter Investments, LLC is a small, equity-focused registered investment advisor organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm combines investment advisory work with accounting-related activities, positioning itself to serve affluent individual and family clients who want consolidated financial oversight and discretionary portfolio management. Its stated fee model mixes a percentage-of-AUM charge with fixed fees, which aligns with a boutique, hands-on advisory approach. Investment activity is centered on public equities. The firm shows a clear preference for exchange-traded securities and manages client money on a discretionary basis. Mccarter Investments does not identify as an active ESG investor and operates out of a single office, using a single primary custodian platform for custody and trading. Its operations and capacity indicate a focused practice rather than a broad institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices