{
  "crd_number": 116249,
  "slug": "carter-advisory-services-inc-dallas-tx-116249",
  "primary_business_name": "CARTER ADVISORY SERVICES, INC",
  "legal_name": "CARTER ADVISORY SERVICES, INC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1981-03-13",
  "years_registered": 45,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://carterwealth.com",
    "https://facebook.com/CARTERFINANCIALMANAGEMENT",
    "https://linkedin.com/company/carter-financial-management",
    "https://x.com/cartercfm"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116249",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/carter-advisory-services-inc-dallas-tx-116249",
  "display_name": "Carter Advisory Services, Inc",
  "summary": "Carter Advisory Services, Inc is a state-registered investment advisory firm in Dallas, TX, registered since 1981, with no regulatory assets under management reported in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Carter Advisory Services, Inc (CRD 116249): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Carter Advisory Services, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Carter Advisory Services, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Carter Advisory Services, Inc located?",
      "a": "Carter Advisory Services, Inc's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Carter Advisory Services, Inc registered with the SEC or a state?",
      "a": "Carter Advisory Services, Inc is a state-registered investment advisory firm, registered since 1981. Status as filed: APPROVED. CRD 116249."
    },
    {
      "q": "Does Carter Advisory Services, Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116249"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/carter-advisory-services-inc-dallas-tx-116249.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116249",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}