Carter Asset Management is a small investment advisory firm based out of Abilene, TX. With eight dedicated employees, including two skilled investment advisors, the firm provides personalized financial guidance to a diverse clientele. Their average assets under management per investment advisor amount to approximately $70,240,000, aligning with the industry average. Carter Asset Management employs a flexible compensation structure, incorporating various methods such as a percentage of assets under management and performance-based fees.
The firm boasts an impressive track record, managing over $357,916,000 in assets for more than 410 individual clients. Notably, around half of these assets are derived from employer 401Ks or individual accounts, showcasing their expertise in this specialized area. Carter Asset Management prides itself on offering comprehensive discretionary management services, ensuring clients trust their expertise to make informed investment decisions.
Situated in Abilene, Texas, Carter Asset Management operates from a single office location. The firm benefits from the extensive experience of its longstanding advisors, including Gregory Oglesby, Cary Beard, and David Carter. Their commitment to building lasting client relationships and delivering tailored financial strategies has earned them a strong reputation within the industry.
Carter Asset Management's dedication to personalized service and their ability to navigate the intricacies of investment management make them a reliable choice for individuals and organizations seeking expert financial guidance. As they continue to grow and adapt to market trends, they remain steadfast in their mission to help clients achieve their financial goals with confidence.