CARTER ASSET MANAGEMENT, INC.
CRD #116480 SEC #801-60724 ABILENE, TX 325-673-6171
SEC Registered
Total AUM
$289.7M
Discretionary
$289.7M
Employees
8
Clients
251
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $289.7M | $289.7M | $0 | 8 | 500 |
| Mar 2017 | $255.1M | $255.1M | $0 | 8 | 500 |
| Mar 2016 | $228.8M | $228.8M | $0 | 8 | 500 |
| Mar 2015 | $234.4M | $234.4M | $0 | 8 | 400 |
| Apr 2014 | $218.4M | $218.4M | $0 | 7 | 400 |
| Apr 2013 | $180M | $180M | $0 | 7 | 400 |
| Mar 2012 | $157.5M | $157.5M | $0 | 6 | 400 |
| Apr 2011 | $147M | $147M | $0 | 10 | -- |
| Mar 2010 | $118.5M | $118.5M | $0 | 10 | -- |
| Mar 2008 | $124.2M | $124.2M | $0 | 10 | -- |
| Mar 2007 | $104M | $104M | $0 | 10 | -- |
| Mar 2006 | $83.1M | $83.1M | $0 | 10 | -- |
| Mar 2004 | $50.2M | $50M | $243.9K | 5 | -- |
DateMar 2018
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees8
Clients500
DateMar 2017
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees8
Clients500
DateMar 2016
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees8
Clients500
DateMar 2015
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees8
Clients400
DateApr 2014
Total AUM$218.4M
Discretionary$218.4M
Non-Disc.$0
Employees7
Clients400
DateApr 2013
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees7
Clients400
DateMar 2012
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees6
Clients400
DateApr 2011
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$50.2M
Discretionary$50M
Non-Disc.$243.9K
Employees5
Clients--