# CARTER FINANCIAL GROUP, INC.

CARTER FINANCIAL GROUP, INC. of BARRINGTON, IL is an SEC-registered investment adviser.

## Registration

- CRD: 301025
- Type: SEC-registered investment adviser
- SEC file number: 801-118263
- Location: 222 SOUTH COOK STREET, BARRINGTON, IL, 60010
- Phone: 847-713-2700
- Latest filing: 2026-03-05
- Regulatory AUM: $382.2M
- Discretionary AUM: $332.0M
- Non-discretionary AUM: $50.3M
- Clients: 9
- Accounts: 2,257

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Kevin Kenneth Carter | PRESIDENT | — |
| Stephanie Leigh Hagan | MEMBER | — |
| Jennifer Ann Karch | MEMBER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| CARTER KEVIN KENNETH | PRESIDENT | — |
| HAGAN STEPHANIE LEIGH | MEMBER | — |
| KARCH JENNIFER ANN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301025/similar
- Related entities: https://search.stillhousedata.com/firm/301025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301025

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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.