CARTER, TERRY & COMPANY, INC.
SEC RegisteredBringing You Trusted and Intelligent Financial Solutions
About the firm
Carter, Terry & Company, Inc. is an Atlanta, Georgia-based investment firm that has provided individuals and businesses with intelligent financial solutions and productive relationships built upon trust for over 40 years. The Atlanta Business Chronicle has consistently ranked Carter, Terry & Company, Inc. as one of Atlanta's Top Brokerage Firms.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment services for managing cash and investments for individuals and businesses; institutional investment banking focused on advising and raising capital for small to mid-sized companies; and financial planning services including retirement products, college savings, and estate planning.
Who they serve
Individuals and businesses, including small to mid-sized companies (both private and public entities), as well as clients throughout the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 102 | $20M |
| High Net Worth Individuals | 60 | $81M |
| Charitable Organizations | 1 | $1.1M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0 - $100,000 | 2.00% |
| $100,001 - $500,000 | 2.00% |
| $500,001 - $1,000,000 | 2.00% |
| $1,000,001 - $2,000,000 | 2.00% |
| $2,000,001 - $5,000,000 | 1.80% |
| Over $5,000,000 | 1.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARTER, TERRY & COMPANY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.