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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-2019
- Office Locations
- 1
Office Locations
About Carter Financial, LLC
Carter Financial, LLC is a La Jolla/San Diego-area wealth management firm that acts as a client’s personal CFO, running an immersive discovery process and building integrated financial plans focused on financing a multi-decade retirement. The team quarterbacks execution by coordinating with CPAs, estate attorneys, and other professionals so investments and life decisions stay aligned. Custody is maintained with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTINA MICHELLE Hammann
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6405356
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HEATHER QUINTERO
Financial Advisor, General Partner
- CRD
- #6135757
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,293,248 | $577,287 |
| Non-Discretionary | $0 | -- |
| Total | $282,293,248 | $577,287 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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