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CARTER, TERRY & COMPANY, INC.
CRD 16365File 801-113129
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.0M
Bottom 25% of cohort (national)
Discretionary AUM
$90.3M
Non-discretionary $13.7M
Clients
168
168 accounts
Employees
33
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 30, 2018
- Principal office
- 3340 PEACHTREE RD NE, SUITE 1400, ATLANTA, GA, 30326
- Phone
- 404-364-2070
- Website
- HTTP://WWW.CARTERTERRY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.0M
- Discretionary AUM
- $90.3M
- Non-discretionary AUM
- $13.7M
- Discretionary accounts
- 31
- Non-discretionary accounts
- 137
- Total accounts
- 168
- AUM per client
- $619K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.0M |
| High net worth individuals | 60 | $81.5M |
| Pension and profit sharing plans | 1 | $1.1M |
| Individuals (other than high net worth individuals) | 102 | $20.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.