# JOE CARTER

JOE CARTER is a RIA based in Plano, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Assets under management:** $100M–$500M (Altss estimate)
- **Website:** https://joecarter.com
- **LinkedIn:** https://www.linkedin.com/company/joe-carter

## Regulatory record

- **CRD number:** 126135
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126135

## About

JOE CARTER is a state-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Real Estate
- Private Credit
- Enterprise Software
- Healthcare Services

## People

- Joe Carter — Principal

## Questions

### Who runs investment decisions at JOE CARTER?

Founder Joe Carter serves as the sole investment principal, directly underwriting and approving all commitments. A small team of analysts supports due diligence and portfolio monitoring, but the office operates with a single-decision-maker architecture without an investment committee.

### What investment stages does the office target on the venture side?

Venture allocation concentrates on Seed to Series A companies, primarily in B2B enterprise software, healthcare IT, and regulated industries. The office favors rounds where operational complexity or sector-specific licensing requirements deter less-specialized capital, often co-investing alongside Texas-based family offices and independent sponsors.

## Related profiles

- [Richard Young Advisors](https://altss.com/profile/richard-young-advisors)
- [Gerald L. Delon, PhD](https://altss.com/profile/gerald-l-delon-phd)

---

Last updated: 2026-07-06T01:24:19.133Z

Canonical page: https://altss.com/profile/joe-carter

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology