RIA · CRD 138655SEC-Registered

Updated:

McCarter Investments

MCCARTER INVESTMENTS, LLC is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 1 employee and 1...

McCarter Investments

MCCARTER INVESTMENTS, LLC is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Edmond

Corporate office

Edmond, OK, United States

Frequently asked questions

Which sectors does McCarter Investments explicitly avoid?

No explicit investment restrictions have been published by the firm. Single-family offices of this size and profile sometimes avoid sectors with high regulatory complexity, such as large-scale healthcare services or international infrastructure, unless they have specialized in-house expertise. Any such avoidance at McCarter Investments remains speculative absent direct disclosure.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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