Be advised. This firm is no longer registered.

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).

Current Firm Details
242 Beech Street, Abilene, TX 79601
http://www.carterasset.com
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Carter Asset Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals