C
$5.5M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2023
- Office Locations
- 1
Office Locations
-- Lutz FL
About Carter Ridge Strategic Advisors
Carter Ridge Strategic Advisors provides personalized wealth management, combining comprehensive financial planning with investment management for individuals, families, and businesses. The team supports tax and retirement planning, education funding, and risk management. Public filings indicate an ETF-heavy SMA approach, with custody through Charles Schwab.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$611.1K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
RALPH BRIAN MARRA
Advisor, Chief Compliance Officer, Owner
- CRD
- #2128560
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,430,000 | -- |
| Non-Discretionary | $2,070,000 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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