Carter Asset Management, Inc.

Carter Asset Management, Inc. (CRD# 116480) is a financial advisory firm headquartered in Abilene, TX. They manage $255,065,681 in 483 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $528,086
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
,
96
Wealthminder
score

David Carter (CRD# 2856165) is an Investment Advisor Representative working at Carter Asset Management, Inc. in , and has over 21 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
,
93
Wealthminder
score

Dillon Cobb (CRD# 5731798) is an Investment Advisor Representative working at Carter Asset Management, Inc. in , and has over 8 years of experience in the finance industry.

3
Cary D. Beard
CRD#: 4924792
,
90
Wealthminder
score

Cary Beard (CRD# 4924792) is an Investment Advisor Representative working at Carter Asset Management, Inc. in , 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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