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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2011
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 16, 2011 and April 23, 2012, reported AUM increased 1.0%, from $21.1M to $21.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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Owner & Executives
BARRY REID MCCARTER
Chief Compliance Officer, President
- CRD
- #4343263
- Ownership
- 75% or more
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| 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
SMA allocation detail is available
Mccarter Investments, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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