# Carter Financial Group

Carter Financial Group is an Asset Manager based in Barrington, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Barrington, United States
- **Region:** North America
- **Address:** Barrington, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.carterfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/carter-financial-group

## Regulatory record

- **CRD number:** 301025
- **SEC file number:** 801-118263
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301025

## About

Carter Financial Group is an SEC-registered investment adviser in Barrington, IL, registered since 2020. The firm manages $382 million in assets, with $332 million on a discretionary basis. It has 9 employees and 6 investment advisers.

## Questions

### What type of entity is Carter Financial Group?

Records classify it as an asset owner operating in a wealth-manager capacity.

### Where is Carter Financial Group headquartered?

The firm is located in Barrington, United States.

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- [Cartavio](https://altss.com/profile/cartavio-as)
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Last updated: 2026-06-03T20:00:00.000Z

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