CARTER FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$382,228,531
Discretionary
$331,959,413
Non-discretionary
$50,269,118
Firm details
- CRD number
- 301025
- SEC file number
- 801-118263
- Main office
- BARRINGTON, IL, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of October 2026.