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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2010
- Office Locations
- 1
Office Locations
About Carter Capital Management
Carter Capital Management is an independent, Houston-based, fee-only fiduciary providing comprehensive financial planning and investment management, with an emphasis on retirement planning. The firm builds customized, tax-efficient, low-cost portfolios guided by modern portfolio theory, using index funds/ETFs, mutual funds, and select stocks and bonds. Founder David Carter (CFP) leads a long-term, buy-and-hold approach with disciplined rebalancing.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID HENRY CARTER
Advisor, Chief Compliance Officer, President
- CRD
- #2595422
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,752,000 | -- |
| Non-Discretionary | $11,199,000 | -- |
| Total | $72,951,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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