MCCARTER INVESTMENTS, LLC

MCCARTER INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 138655). Regulatory assets under management: $81.2M.

Registration

• CRD: 138655
• SEC file number: 801-66801
• Type: Registered investment adviser
• Phone: 865-803-4406
• Latest filing: 2026-03-29
• Regulatory AUM: $81.2M
• Discretionary AUM: $81.2M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 138655 on SEC IAPD (source of record)
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