Data / Investment advisers / Georgia / Carter, Terry & Company, Inc.
Carter, Terry & Company, Inc., Atlanta, GA: $104 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Carter, Terry & Company, Inc. is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $104 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Carter, Terry & Company, Inc. (CRD number 16365): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 16365
- SEC file number
- 801-113129
- SEC status
- Approved, effective April 30, 2018
- Main office
- 3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326
- Phone
- (404) 364-2070
- Website
- carterterry.com
- Regulatory AUM
- $103,973,773 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $90,251,324
- Non discretionary AUM
- $13,722,449
- Accounts
- 168
- Employees
- 33, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $81.5 million |
| Individuals (other than high net worth individuals) | 102 | $20.4 million |
| Pension and profit sharing plans | 1 | $1.1 million |
| Corporations or other businesses | 5 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $104 million | March 27, 2026 |
| December 1, 2025 | $111.3 million | April 4, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| McCormack Financial Planning Inc. | Atlanta | $115.7 million | Not listed | adviserinfo.sec.gov |
| Infinite Giving Advisory Services, Inc. | Atlanta | $112.8 million | Not listed | adviserinfo.sec.gov |
| Skypoint Capital Advisors, LLC | Atlanta | $109 million | Not listed | adviserinfo.sec.gov |
| Horse Cove Partners LLC | Atlanta | $106.6 million | Not listed | adviserinfo.sec.gov |
| Wealth Engagement | Atlanta | $105 million | Not listed | adviserinfo.sec.gov |
| 34 Financial, LLC | Atlanta | $101 million | Not listed | adviserinfo.sec.gov |
| Harbinger Sports Partners | Atlanta | $100 million | 1 | adviserinfo.sec.gov |
| Collective Wealth Partners, LLC | Atlanta | $59.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Carter, Terry & Company, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.