CARTER ADVISORY SERVICES, INC

CARTER ADVISORY SERVICES, INC of DALLAS, TX is an SEC-registered investment adviser (CRD 116249).

Registration

• CRD: 116249
• SEC file number: 801-60727
• Type: Registered investment adviser
• Location: 12222 MERIT DRIVE, DALLAS, TX, 75251
• Phone: 214-363-4200
• Latest filing: 2026-07-22
• Clients: 11

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116249 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search