Carter Asset Management, Inc.

Carter Asset Management, Inc. (CRD# 116480) is a financial advisory firm headquartered in Abilene, TX. They manage $228,804,678 in 465 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $492,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Carter Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David L. Carter
CRD#: 2856165
242 Beech Street, Abilene, TX 79601
96
Wealthminder
score

David Carter (CRD# 2856165) is an Investment Advisor Representative working at Carter Asset Management, Inc. in Abilene, TX and has over 20 years of experience in the finance industry. David Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dillon A. Cobb
CRD#: 5731798
242 Beech Street, Abilene, TX 79601
93
Wealthminder
score

Dillon Cobb (CRD# 5731798) is an Investment Advisor Representative working at Carter Asset Management, Inc. in Abilene, TX and has over 7 years of experience in the finance industry.

3
Cary D. Beard
CRD#: 4924792
242 Beech Street, Abilene, TX 79601
90
Wealthminder
score

Cary Beard (CRD# 4924792) is an Investment Advisor Representative working at Carter Asset Management, Inc. in Abilene, TX and has 1 year of experience in the finance industry. Cary Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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