Investment adviser · CRD 116480

CARTER ASSET MANAGEMENT, INC.

Investment adviser filing (IA)

ABILENE, TX, United States · Form ADV filed Mar 28, 2018

Regulatory AUM
$290M
Form ADV · Item 5.F
Client accounts
500
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals87$154,304,95053.3%
Individuals407$119,707,34141.3%
CharitiesFewer than 5$14,870,5565.1%
Corporations & businessesFewer than 5$861,6870.3%
Filing source

Form ADV 1196339 · Mar 28, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

242 BEECH STREET
ABILENE, TX, 79601, United States

CRD 116480

Filing source

Form ADV 1196339 · Mar 28, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.