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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-13-1988
- Office Locations
- 4
Office Locations
About Carter, Terry & Company, Inc.
Carter, Terry & Company, Inc. is an Atlanta-based firm serving individuals, businesses, and institutions nationwide with investment management, financial planning (retirement, college, estate), and investment banking advisory/capital raising for small- to mid-sized public and private companies. Portfolios are primarily ETF-based, and the firm is consistently ranked among Atlanta’s top brokerage firms by the Atlanta Business Chronicle.
Reported data analysis
What the numbers show
Between April 4, 2025 and March 27, 2026, reported AUM decreased 6.6%, from $111.3M to $104.0M.
Across 5 reported observations, AUM decreased 26.6% between March 21, 2022 and March 27, 2026, from $141.6M to $104.0M.
Of the latest reported AUM, 86.8% is discretionary and 13.2% is non-discretionary.
The firm reports 15 advisory representatives and 168 clients, or 11.2 clients per representative. That equates to $618.9K in reported AUM per client.
The profile lists 4 reported office locations and 38 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Carter, Terry & Company, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BELFIELD HOWELL CARTER JR
Chairman, President
- CRD
- #41990
- Ownership
- Less than 5%
KRISTIN WALSH MONTET
Chief Compliance Officer, Chief Financial Officer, Vice President
- CRD
- #1084500
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRIAN EDWARD ADAMS
Vice President
- CRD
- #2833397
REZA BAHADORI
Senior Vice-President of Investments
- CRD
- #1854204
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,251,324 | $2,911,333 |
| Non-Discretionary | $13,722,449 | $100,164 |
| Total | $103,973,773 | $618,892 |
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Separately Managed Accounts
SMA allocation detail is available
Carter, Terry & Company, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.