| Name | Title | Ownership | Since |
|---|---|---|---|
| Belfield Howell Jr Carter Control | Gs / Chairman | Under 5% | 1991 |
| Elizabeth D Lasco Control | Cco/Adv | Under 5% | 2024 |
| First Atlanta Financial Services, Inc. | Owner | Over 75% | 1996 |
Carter, Terry & Company, Inc. reports $111.3 million in regulatory assets under management on its Form ADV.
Carter, Terry & Company, Inc. reports 37 employees.
Carter, Terry & Company, Inc. is based in Atlanta, GA and has been SEC-registered since 2018.
Carter, Terry & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3060 Peachtree Rd NW, Suite 1200, Atlanta, GA 30305 |
| Phone | 404-364-2070 |
| Fax | 404-364-2079 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $32.1M |
| Non-discretionary | $79.2M |
| Total (RAUM) | $111.3M |