# Carter Advisory Services

Carter Advisory Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 116249
- **SEC file number:** 801-60727
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-20T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116249

## About

CARTER ADVISORY SERVICES, INC is an SEC-registered investment adviser in DALLAS, TX. It has 11 employees and 11 investment advisers. The firm is based in Texas.

## Questions

### How large is Carter Advisory Services in terms of assets or staff?

No AUM figure has been reported by the firm or estimated by third-party analysts. The office's headcount is similarly opaque. Texas family offices of this low-profile nature often operate with a lean team of fewer than ten professionals, combining internal family members with outsourced administrative and investment functions, but this remains speculative for Carter Advisory Services.

## Related profiles

- [Carroll Frank & Plotkin](https://altss.com/profile/carroll-frank-and-plotkin-llc)
- [Casey Capital](https://altss.com/profile/casey-capital-llc)

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Last updated: 2026-07-06T01:24:13.754Z

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