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CARTER, TERRY & COMPANY, INC.

ATLANTA, GA · CRD 16365 · IAPD ↗ · carterterry.com · 404-364-2070

$104.0MRegulatory AUM
15Advisory reps
33Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CARTER, TERRY & COMPANY, INC. shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.