CARTER ASSET MANAGEMENT, INC.

ABILENE, Texas·1 registered advisor·CRD# 116480
SEC# 801-607240325-673-6171
01

Firm Overview

AUM
$290M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CARTER ASSET MANAGEMENT, INC.

1 registered advisor
David Landon Carter
ABILENE, Texas
05

Office Locations

ABILENE, Texas
1 advisor

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Data sourced from SEC Form ADV filings. CARTER ASSET MANAGEMENT, INC. (CRD# 116480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.