# CARTER, TERRY & COMPANY, INC.

CARTER, TERRY & COMPANY, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 16365
- Type: SEC-registered investment adviser
- SEC file number: 801-113129
- Location: 3340  PEACHTREE RD NE, SUITE 1400, ATLANTA, GA, 30326
- Phone: 404-364-2070
- Latest filing: 2026-03-27
- Regulatory AUM: $104.0M
- Discretionary AUM: $90.3M
- Non-discretionary AUM: $13.7M
- Clients: 33
- Accounts: 168

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Belfield Howell Jr Carter | COMMON SHAREHOLDER; GS / CHAIRMAN | — |
| Kristin Walsh Montet | COMMON SHAREHOLDER; SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | — |
| Timothy Joe Terry | COMMON SHAREHOLDER; PRESIDENT/CEO | — |
| Elizabeth D Lasco | CCO/ADV | — |
| Belfield Howell Carter | COMMON SHAREHOLDER | — |
| CARTER C EDWARD JR | CCO / GS / CHAIRMAN; GS / CHAIRMAN | — |
| MONTET KRISTIN WALSH | SROP/ CROP / MP/ MS/ GS / FN / CFO; SROP/ CROP / MP/ MS/ GS / FN / CFO/CCO | — |
| CARTER BELFIELD HOWELL | COMMON SHAREHOLDER | — |
| TERRY TIMOTHY JOE | PRESIDENT/CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/16365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/16365/similar
- Related entities: https://search.stillhousedata.com/firm/16365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/16365

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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.