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CARTER FINANCIAL GROUP, INC.

200 N. Northwest Highway
Barrington, Illinois 60010
Tel: 847-713-2700

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About CARTER FINANCIAL GROUP, INC.

CARTER FINANCIAL GROUP, INC, formally registered with the SEC as CARTER FINANCIAL GROUP, INC. The firm was established in 06/19/2020. They have over 2 offices throughout the country.

CARTER FINANCIAL GROUP, INC. is a Barrington, Illinois based Financial Planning firm with nearly $325,060,934 assets under management, offering retirement planning & investment advisory services to 2093 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301025
SEC#801-118263
Assets Managed by Firm$325,060,934
No. of Clients2093
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2093$325,060,934
Individuals (other than high net worth individuals)736$130,718,780
High net worth individuals76$183,898,700
Charitable organizationsFewer than 5 clients$2,540,211
Corporations or other businessesFewer than 5 clients$7,903,243

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