Carter Capital Management

Overview

Carter Capital Management is an independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses and institutional clients, and it also provides pension consulting. Fees are charged as a percentage of assets under management and in some cases via fixed-fee engagements. Carter Capital Management runs both discretionary and non‑discretionary mandates, with a clear tilt toward managing client portfolios on a discretionary basis. Investment activity centers on public market equities, with exchange‑traded vehicles playing a leading role in portfolio construction. The firm does not position itself as an ESG-focused manager and is not structured as a multi‑state adviser or capital allocator. Its advisory model emphasizes tailored portfolio management—often through separately managed accounts—and financial planning tied to clients’ business and retirement needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices