Carter Financial Group, Inc.
Carter Financial Group, Inc. is an SEC-registered mass-market adviser in Barrington, IL with $382.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Carter Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301025, SEC 801-118263, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $382.2M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Barrington, IL
- Employees
- 9
- Clients
- 826
- CRD
- 301025
- Ownership
- CARTER, KEVIN, KENNETH; HAGAN, STEPHANIE, LEIGH; KARCH, JENNIFER, ANN; SADZEWICZ, GERY, JOSEPH
How much AUM does Carter Financial Group, Inc. have?
Carter Financial Group, Inc. reported $382.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Carter Financial Group, Inc.?
Disclosed owners and executives of Carter Financial Group, Inc. include CARTER, KEVIN, KENNETH, HAGAN, STEPHANIE, LEIGH, KARCH, JENNIFER, ANN, SADZEWICZ, GERY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.