RIA Intel›Advisers›Texas›CARTER, DAVID HENRY

CARTER, DAVID HENRY

Advisory

TX

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in TX

#1,574

of 2,813 advisers by AUM

Average account

$613K

across 119 accounts

AUM per adviser

$73M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$73M

Discretionary AUM$62M

Non-Discretionary AUM$11M

Discretionary %84.6%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

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

36 clients

28 high-net-worth

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

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