CARTER FINANCIAL GROUP, INC.
CRD #301025 SEC #801-118263 BARRINGTON, IL 847-713-2700
SEC Registered
Total AUM
$325.1M
Discretionary
$261.9M
Employees
9
Clients
1
Accounts
2,093
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $325.1M | $261.9M | $63.2M | 9 | 0 |
| Sep 2025 | $325.1M | $261.9M | $63.2M | 9 | 0 |
| Sep 2025 | $325.1M | $261.9M | $63.2M | 9 | 0 |
| Feb 2025 | $325.1M | $261.9M | $63.2M | 9 | 0 |
| May 2024 | $291M | $246.4M | $44.6M | 9 | 0 |
| Mar 2024 | $291M | $246.4M | $44.6M | 9 | 0 |
| Aug 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Aug 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Jun 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| May 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Apr 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Apr 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Mar 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Feb 2023 | $233.3M | $231.1M | $2.2M | 9 | 0 |
| Jan 2023 | $235.7M | $223.9M | $11.8M | 9 | 0 |
| Oct 2022 | $235.7M | $223.9M | $11.8M | 9 | 0 |
| Oct 2022 | $235.7M | $223.9M | $11.8M | 9 | 0 |
| Jul 2022 | $255.9M | $223.9M | $31.9M | 9 | 0 |
| Mar 2022 | $255.9M | $223.9M | $31.9M | 9 | 0 |
| Mar 2022 | $255.9M | $223.9M | $31.9M | 9 | 0 |
| Nov 2021 | $207.8M | $178M | $29.8M | 6 | 0 |
| Apr 2021 | $207.8M | $178M | $29.8M | 6 | 0 |
| Feb 2021 | $207.8M | $178M | $29.8M | 6 | 0 |
| Jun 2020 | $136M | $136M | $0 | 6 | 0 |
| May 2020 | $136M | $136M | $0 | 6 | 0 |
| May 2020 | $136M | $136M | $0 | 6 | 0 |
| Feb 2020 | $136M | $136M | $0 | 6 | 0 |
DateDec 2025
Total AUM$325.1M
Discretionary$261.9M
Non-Disc.$63.2M
Employees9
Clients0
DateSep 2025
Total AUM$325.1M
Discretionary$261.9M
Non-Disc.$63.2M
Employees9
Clients0
DateSep 2025
Total AUM$325.1M
Discretionary$261.9M
Non-Disc.$63.2M
Employees9
Clients0
DateFeb 2025
Total AUM$325.1M
Discretionary$261.9M
Non-Disc.$63.2M
Employees9
Clients0
DateMay 2024
Total AUM$291M
Discretionary$246.4M
Non-Disc.$44.6M
Employees9
Clients0
DateMar 2024
Total AUM$291M
Discretionary$246.4M
Non-Disc.$44.6M
Employees9
Clients0
DateAug 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateAug 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateJun 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateMay 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateApr 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateApr 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateFeb 2023
Total AUM$233.3M
Discretionary$231.1M
Non-Disc.$2.2M
Employees9
Clients0
DateJan 2023
Total AUM$235.7M
Discretionary$223.9M
Non-Disc.$11.8M
Employees9
Clients0
DateOct 2022
Total AUM$235.7M
Discretionary$223.9M
Non-Disc.$11.8M
Employees9
Clients0
DateOct 2022
Total AUM$235.7M
Discretionary$223.9M
Non-Disc.$11.8M
Employees9
Clients0
DateJul 2022
Total AUM$255.9M
Discretionary$223.9M
Non-Disc.$31.9M
Employees9
Clients0
DateMar 2022
Total AUM$255.9M
Discretionary$223.9M
Non-Disc.$31.9M
Employees9
Clients0
DateMar 2022
Total AUM$255.9M
Discretionary$223.9M
Non-Disc.$31.9M
Employees9
Clients0
DateNov 2021
Total AUM$207.8M
Discretionary$178M
Non-Disc.$29.8M
Employees6
Clients0
DateApr 2021
Total AUM$207.8M
Discretionary$178M
Non-Disc.$29.8M
Employees6
Clients0
DateFeb 2021
Total AUM$207.8M
Discretionary$178M
Non-Disc.$29.8M
Employees6
Clients0
DateJun 2020
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees6
Clients0