RIA Intel›Advisers›Illinois›CARTER FINANCIAL GROUP, INC.

CARTER FINANCIAL GROUP, INC.

Advisory

N·BARRINGTON, IL

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

Total AUM
$382M
1-Year AUM Growth
+24.7%
3-Year CAGR
+11.6%
Employees
6
Assets Under Management
Total AUM$382M
Discretionary AUM$332M
Non-Discretionary AUM$50M
Discretionary %86.8%
Total Clients812
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingFeb 19, 2020
Latest FilingMar 5, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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