CARTER CAPITAL MANAGEMENT

CARTER CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 123069). Regulatory assets under management: $73.0M.

Registration

• CRD: 123069
• Type: Registered investment adviser
• Phone: 713-973-9515
• Latest filing: 2026-03-05
• Regulatory AUM: $73.0M
• Discretionary AUM: $61.8M
• Non-discretionary AUM: $11.2M
• Clients: 1
• Accounts: 119

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123069 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search