CARTER RIDGE STRATEGIC ADVISORS

CARTER RIDGE STRATEGIC ADVISORS is an SEC-registered investment adviser (CRD 322160). Regulatory assets under management: $5.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 322160
• Type: Registered investment adviser
• Phone: 732-539-2156
• Latest filing: 2026-07-31
• Regulatory AUM: $5.5M
• Discretionary AUM: $3.4M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search