Carter Bain Wealth Management

Carter Bain Wealth Management (CRD# 131960) is a financial advisory firm headquartered in Las Cruces, NM. They manage $19,078,930 in 226 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $84,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

NM, TX

Financial Advisors at Carter Bain Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
William D. Byford
CRD#: 2079640
300 S. Water Street, Las Cruces, NM 88001
93
Wealthminder
score

William Byford (CRD# 2079640) is an Investment Advisor Representative working at Carter Bain Wealth Management in Las Cruces, NM and has over 20 years of experience in the finance industry.

2
Martin A. Ruiz
CRD#: 4175065
Phoenix, AZ
93
Wealthminder
score

Martin Ruiz (CRD# 4175065) is an Investment Advisor Representative working at Carter Bain Wealth Management in Phoenix, AZ and has over 17 years of experience in the finance industry.

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