CARTER, TERRY & COMPANY, INC.
CRD #16365 SEC #801-113129 ATLANTA, GA 404-364-2070
SEC Registered Broker-Dealer
Total AUM
$111.3M
Discretionary
$32.1M
Employees
37
Clients
0
Accounts
185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $111.3M | $32.1M | $79.2M | 37 | 0 |
| Mar 2025 | $111.3M | $32.1M | $79.2M | 37 | 0 |
| Mar 2025 | $111.3M | $32.1M | $79.2M | 37 | 0 |
| Mar 2024 | $114.4M | $32.3M | $82.2M | 41 | 0 |
| Mar 2023 | $93.4M | $16.6M | $76.8M | 48 | 0 |
| Mar 2022 | $141.6M | $40.4M | $101.2M | 48 | 0 |
| Jan 2022 | $149.7M | $34.8M | $115M | 48 | 0 |
| Dec 2021 | $149.7M | $34.8M | $115M | 48 | 0 |
| Mar 2021 | $149.7M | $34.8M | $115M | 48 | 0 |
| Oct 2020 | $194.3M | $28.9M | $165.4M | 50 | 0 |
| Jun 2020 | $194.3M | $28.9M | $165.4M | 50 | 0 |
| Jun 2020 | $194.3M | $28.9M | $165.4M | 50 | 0 |
| Mar 2020 | $194.3M | $28.9M | $165.4M | 50 | 0 |
| Mar 2019 | $145.6M | $0 | $145.6M | 50 | 0 |
| Apr 2018 | $144.9M | $0 | $144.9M | 46 | 0 |
DateApr 2025
Total AUM$111.3M
Discretionary$32.1M
Non-Disc.$79.2M
Employees37
Clients0
DateMar 2025
Total AUM$111.3M
Discretionary$32.1M
Non-Disc.$79.2M
Employees37
Clients0
DateMar 2025
Total AUM$111.3M
Discretionary$32.1M
Non-Disc.$79.2M
Employees37
Clients0
DateMar 2024
Total AUM$114.4M
Discretionary$32.3M
Non-Disc.$82.2M
Employees41
Clients0
DateMar 2023
Total AUM$93.4M
Discretionary$16.6M
Non-Disc.$76.8M
Employees48
Clients0
DateMar 2022
Total AUM$141.6M
Discretionary$40.4M
Non-Disc.$101.2M
Employees48
Clients0
DateJan 2022
Total AUM$149.7M
Discretionary$34.8M
Non-Disc.$115M
Employees48
Clients0
DateDec 2021
Total AUM$149.7M
Discretionary$34.8M
Non-Disc.$115M
Employees48
Clients0
DateMar 2021
Total AUM$149.7M
Discretionary$34.8M
Non-Disc.$115M
Employees48
Clients0
DateOct 2020
Total AUM$194.3M
Discretionary$28.9M
Non-Disc.$165.4M
Employees50
Clients0
DateJun 2020
Total AUM$194.3M
Discretionary$28.9M
Non-Disc.$165.4M
Employees50
Clients0
DateJun 2020
Total AUM$194.3M
Discretionary$28.9M
Non-Disc.$165.4M
Employees50
Clients0
DateMar 2020
Total AUM$194.3M
Discretionary$28.9M
Non-Disc.$165.4M
Employees50
Clients0
DateMar 2019
Total AUM$145.6M
Discretionary$0
Non-Disc.$145.6M
Employees50
Clients0
DateApr 2018
Total AUM$144.9M
Discretionary$0
Non-Disc.$144.9M
Employees46
Clients0