# CARTER & BALSAM ADVISERS

CARTER & BALSAM ADVISERS is an SEC-registered investment adviser.

## Registration

- CRD: 127634
- Type: SEC-registered investment adviser
- Phone: 310-979-5925
- Latest filing: 2026-01-30
- Regulatory AUM: $15.5M
- Discretionary AUM: $15.5M
- Clients: 1
- Accounts: 7

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127634/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127634/similar
- Related entities: https://search.stillhousedata.com/firm/127634/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127634

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.