Carter, Terry & Company, Inc.

Overview

Carter, Terry & Company, Inc. operates as a corporation organized around broker-dealer and investment banking activity while providing advisory services to individuals, families and select institutional clients. The firm emphasizes active portfolio management for individuals and small businesses, selection of third‑party advisers when appropriate, and investor education through seminars and workshops. Its advisory fees are charged as a percentage of assets under management and the firm functions as a capital allocator, directing client capital to both public securities and external alternative managers. Investment orientation is equity‑centric: the firm shows a clear preference for exchange‑traded equities and ETFs as core building blocks of client portfolios. Carter, Terry & Company, Inc. is not positioned as an ESG‑focused manager. Outside core equities, the firm deploys traditional vehicles such as mutual funds and annuities and allocates to third‑party real estate managers when seeking diversification or yield enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices