Carter, Terry & Company, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 27, 2026, reports $104M in regulatory assets under management, 33 employees, 1 office, and 168 accounts.
Assets Under Management
$104M
Employees
33
Offices
1 office
Total Clients
168
Primary office
ATLANTA, GA
3340 PEACHTREE RD NE, SUITE 1400, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.7% of total clients.
Top client categories% of clientsClients
1
Individuals
60.7%
102
2
HNWI
35.7%
60
3
Corporations
3.0%
5
4
Pension Plans
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104Mas of March 27, 2026
Discretionary86.8%
$90M
87% of total RAUM86.8%
Non-discretionary13.2%
$14M
13% of total RAUM13.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$104M
Total Accounts168
10Y AUM Change$-41M (-28.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee5:1
10Y Employee Change-13 (-28.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.