{
  "crd_number": 16365,
  "slug": "carter-terry-and-company-inc-atlanta-ga-16365",
  "primary_business_name": "CARTER, TERRY & COMPANY, INC.",
  "legal_name": "CARTER, TERRY & COMPANY, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-30",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 103973773.0,
  "raum_discretionary": 90251324.0,
  "raum_non_discretionary": 13722449.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 33,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20358708.0,
      "count": 102
    },
    "pension_profit_sharing": {
      "raum": 1135075.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 81474226.0,
      "count": 60
    },
    "corporations_other_businesses": {
      "raum": 1005764.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CO",
    "FL",
    "GA",
    "LA",
    "NC",
    "NJ",
    "OK",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://carterterry.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/16365",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/carter-terry-and-company-inc-atlanta-ga-16365",
  "display_name": "Carter, Terry & Company, Inc.",
  "summary": "Carter, Terry & Company, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Carter, Terry & Company, Inc. (CRD 16365): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Carter, Terry & Company, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Carter, Terry & Company, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Carter, Terry & Company, Inc. located?",
      "a": "Carter, Terry & Company, Inc.'s principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Carter, Terry & Company, Inc. registered with the SEC or a state?",
      "a": "Carter, Terry & Company, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 16365."
    },
    {
      "q": "How much does Carter, Terry & Company, Inc. manage?",
      "a": "Carter, Terry & Company, Inc. reports $103,973,773 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (87% discretionary)."
    },
    {
      "q": "How have Carter, Terry & Company, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Carter, Terry & Company, Inc.: Regulatory assets under management: $149,710,420 in the October 2021 data and $103,973,773 in the October 2026 data, down 31%. Total employees: 48 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Carter, Terry & Company, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (60); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Does Carter, Terry & Company, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/16365"
    },
    {
      "q": "What changed in Carter, Terry & Company, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 19 to 15. Changed its office addresses in Durango, CO. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 149710420.0,
      "total_employees": 48,
      "filing_date": "2021-03-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 141597897.0,
      "total_employees": 48,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 93384861.0,
      "total_employees": 48,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 114417413.0,
      "total_employees": 41,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111326459.0,
      "total_employees": 37,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 103973773.0,
      "total_employees": 33,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 15.",
        "Changed its office addresses in Durango, CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/carter-terry-and-company-inc-atlanta-ga-16365.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 20358708.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 81474226.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1135075.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1005764.0
    }
  ],
  "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/16365",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}