Carter, Terry & Company, Inc.
- Regulatory AUM
- $104M
- Discretionary
- $90.3M
- Clients
- 168
- Avg AUM / client
- $619K
- Accounts
- 168
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $20.4M | 19.6% |
| High net worth individuals | 60 | $81.5M | 78.4% |
| Pension and profit sharing plans | 1 | $1.1M | 1.09% |
| Corporations and other businesses | 5 | $1.0M | 0.97% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kristin Walsh Montet | Srop/ Crop / Mp/ Ms/ Gs / Fn / Cfo/Cco | Apr 1988 (38y) | Less than 5% | |
| Belfield Howell Carter | Gs / Chairman | Jan 1991 (36y) | Less than 5% | |
| Timothy Joe Terry | President/Ceo | Sep 2002 (24y) | Less than 5% | |
| James Gary Diffley | Registered representative | Jul 2004 (22y) | ||
| Brian Edward Adams | Registered representative | Jul 2004 (22y) | ||
| Matthew J Smith | Registered representative | Jan 2007 (20y) | ||
| Joann Parker Penovi | Registered representative | CFP | Jun 2009 (17y) | |
| Chesley Venable Morton | Registered representative | Dec 2013 (13y) | ||
| Eric Nyle Jones | Registered representative | Feb 2014 (12y) | ||
| Emily Louise Vanwingerden | Registered representative | Feb 2015 (12y) | ||
| George Moore | Registered representative | Feb 2015 (11y) | ||
| Sandy Meyer Leff | Registered representative | Oct 2016 (10y) | ||
| Tanya Lorain Magnon | Registered representative | Mar 2017 (9y) | ||
| Jeffry Joseph Haspel | Registered representative | Jun 2017 (9y) | ||
| William Henry Baker | Registered representative | Jun 2017 (9y) | ||
| Jeffrey Paul Colbath | Registered representative | Jan 2020 (7y) | ||
| Amer Rathore | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| First Atlanta Financial Services, Inc. | Owner | Mar 1996 | A | 75% or more |
| Attkisson Carter &Company Esop | Common Shareholder | Jan 2001 | B | 50% – 75% of First Atlanta Financial Services, Inc (indirect) |
| Carter, Belfield Howell | Common Shareholder | Mar 1996 | B | 25% – 50% of First Atlanta Financial Services, Inc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗