CARTER FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$282,293,248
Discretionary
$282,293,248
Non-discretionary
$0
Firm details
- CRD number
- 298327
- SEC file number
- 801-117265
- Main office
- LA JOLLA, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.