# Worth Charting

Worth Charting is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** worthcharting.com
- **LinkedIn:** https://www.linkedin.com/company/worth-charting-llc

## Regulatory record

- **CRD number:** 340328
- **SEC file number:** 801-135744
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340328

## About

WORTH CHARTING LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2026. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Technical Strategy
- Equity Markets
- Macro Analysis

## People

- Carter Worth — Founder, CEO & Chief Market Technician

## Questions

### Who makes the market calls at Worth Charting?

Founder Carter Worth is the sole strategist and decision-maker behind all published research. Worth developed his methodology over a career spanning Sterling Market Analysis, Oppenheimer, and Cornerstone Macro before launching his own firm in 2018. His work as a technical analyst has been recognized repeatedly in Institutional Investor's All-America Research Team rankings.

### How does Worth Charting differ from buy-side quantitative research firms?

Worth Charting practices classical technical analysis — point-and-figure charting, relative strength, and intermarket pattern recognition — rather than systematic, algorithmic strategies. The output is designed as an overlay for institutional portfolios, identifying points of trend change, support and resistance levels, and relative outperformance signals that complement fundamental decision-making.

### What asset classes does Worth Charting cover beyond equities?

The firm's research spans US equities, ETFs, fixed-income instruments, currencies, and commodities. While single-stock tactical setups are a core component, Worth also publishes macro regime analysis that applies his technical framework across global asset classes to identify larger turning points and cross-asset relationships.

### Is Worth Charting a registered investment adviser?

Worth Charting operates as a research and strategy provider, not an investment adviser managing discretionary client capital. There is no publicly available Form ADV or record of regulatory assets under management. The firm delivers its technical research through a subscription model to institutional portfolio managers who retain full discretion over execution.

## Related profiles

- [ASPAN CAPITAL](https://altss.com/profile/aspan-capital-llc)
- [AperiamVentures Management Partners](https://altss.com/profile/aperiamventures-management-partners-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/worth-charting-llc

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