Carter, Terry & Company, Inc.
Carter, Terry & Company, Inc. is an SEC-registered mass-market adviser in Atlanta, GA with $104.0M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Carter, Terry & Company, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 16365, SEC 801-113129, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $104.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 33
- Clients
- 168
- CRD
- 16365
- Ownership
- CARTER, BELFIELD HOWELL JR; MONTET, KRISTIN WALSH; FIRST ATLANTA FINANCIAL SERVICES, INC.; TERRY, TIMOTHY JOE; CARTER, BELFIELD HOWELL
How much AUM does Carter, Terry & Company, Inc. have?
Carter, Terry & Company, Inc. reported $104.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Carter, Terry & Company, Inc.?
Disclosed owners and executives of Carter, Terry & Company, Inc. include CARTER, BELFIELD HOWELL JR, MONTET, KRISTIN WALSH, FIRST ATLANTA FINANCIAL SERVICES, INC., TERRY, TIMOTHY JOE, CARTER, BELFIELD HOWELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.