$81.2M Total AUM
$81.2M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
15 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2011
- Office Locations
- 1
Office Locations
-- Gatlinburg TN
About Mccarter Investments, LLC
Mccarter Investments, LLC is a Gatlinburg-based RIA. The firm has been operating for 15 years. Managing $81.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$81.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BARRY REID MCCARTER
Chief Compliance Officer, President
- CRD
- #4343263
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,151,171 | $262,969 |
| Non-Discretionary | $0 | -- |
| Total | $81,151,171 | $262,969 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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