Carter Capital Management

Carter Capital Management (CRD# 123069) is a financial advisory firm headquartered in , . They manage $57,697,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.carter-capital.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $329,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Carter Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
David Carter, financial advisor Houston TX
David H. Carter
CRD#: 2595422
Houston, TX

David Carter (CRD# 2595422) is an Investment Advisor Representative working at Carter Capital Management in Houston, TX and has over 28 years of experience in the finance industry.

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