Carter, Terry & Company, Inc.
● SEC registered since 2018CRD 16365SEC# 801-113129Atlanta, GA
Reg. AUM
$104M
Employees
33
Accounts
168
Location
Atlanta, GA
Carter, Terry & Company, Inc. assets under management
Carter, Terry & Company, Inc. is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2018. It reports $104 million in regulatory assets under management and employs 33 people.
Carter, Terry & Company, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Belfield Howell Jr Carter Control | Gs / Chairman | Under 5% | 1991 |
| First Atlanta Financial Services, Inc. | Owner | Over 75% | 1996 |
| Kristin Walsh Montet | Srop/ Crop / Mp/ Ms/ Gs / Fn / Cfo/Cco | Under 5% | 1988 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Carter, Terry & Company, Inc. manage?
Carter, Terry & Company, Inc. reports $104 million in regulatory assets under management on its Form ADV.
How many employees does Carter, Terry & Company, Inc. have?
Carter, Terry & Company, Inc. reports 33 employees.
Where is Carter, Terry & Company, Inc. located?
Carter, Terry & Company, Inc. is based in Atlanta, GA and has been SEC-registered since 2018.
Does Carter, Terry & Company, Inc. disclose fund performance?
Carter, Terry & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3340 Peachtree Rd NE, Suite 1400, Atlanta, GA 30326 |
| Phone | 404-364-2070 |
| Fax | 404-364-2079 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$104Mregulatory AUM
Discretionary $90.3MNon-discretionary $13.7M