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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Alpha element
- Established Date
- 05-13-1988
- Office Locations
- 2
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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Eagle ember
Unison capital radial
- CRD
- #57587
- Ownership
- 47.0%
Showing 2 of 3 owners & executives
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BRIAN EDWARD ADAMS
Vice President
- CRD
- #2833397
REZA BAHADORI
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- CRD
- #1854204
Meridian eagle
Momentum wave
- CRD
- #45663
Showing 2 of 32 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
Total SMA Asset: $103,973,773
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $777,912,523 | 30.8% |
| Public Funds | $841,054,773 | 33.3% |
| Cash | $906,722,713 | 35.9% |
| Total | $2,525,690,009 | 100.0% |