C.T. KARES ADVISORY GROUP, INC.

C.T. KARES ADVISORY GROUP, INC. is an SEC-registered investment adviser (CRD 117829). Regulatory assets under management: $7.6M.

Registration

• CRD: 117829
• Type: Registered investment adviser
• Phone: 410-569-3864
• Latest filing: 2026-02-04
• Regulatory AUM: $7.6M
• Discretionary AUM: $7.6M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117829 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search