RIA Intel›Advisers›Maryland›C.T. KARES ADVISORY GROUP, INC.

C.T. KARES ADVISORY GROUP, INC.

Advisory

MD

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account

$304K

across 25 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

The full client-type breakdown and the share of AUM each category represents.

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