CARTER FINANCIAL GROUP, INC.

CRD #301025 SEC #801-118263 BARRINGTON, IL 847-713-2700

SEC Registered

Total AUM

$325.1M

Discretionary

$261.9M

Employees

Clients

Accounts

2,093

Firm Details

Organization Type: Corporation
State of Formation: Illinois
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 23, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
KARCH, JENNIFER, ANN	I	MEMBER	NA
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
SADZEWICZ, GERY, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
CARTER, KEVIN, KENNETH	I	PRESIDENT	E	Control
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A
HAGAN, STEPHANIE, LEIGH	I	MEMBER	A

Registrations

Federal

Dec 23, 2025 REGISTERED

Notice Filings (13)

AZ CA CO FL IL IN MO NC NH TN TX WA WI

Address

222 SOUTH COOK STREET
BARRINGTON, IL 60010
United States

Phone: 847-713-2700