About Carter Asset Management
<p>Tax planning is a core part of Carter Asset Management’s advisory work, which often matters for retirement plan decisions. Headquartered in Abilene in West Texas, the firm works with clients across the state and beyond.</p> <p>Founded in 1983, Carter Asset Management is an SEC-registered investment adviser. In addition to investment management, the firm provides financial planning, accounting support, and tax services alongside portfolio construction and ongoing portfolio monitoring.</p> <p>For retirement plans, Carter Asset Management offers 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, providing investment guidance and recommendations to plan sponsors. A key differentiator is the firm’s in-house mix of investment advice with tax and accounting work, which helps align plan and participant decisions with broader financial planning.</p> <p>As of 2026, the firm reports $0.1B in assets under management.</p> <ul> <li>SEC-registered investment adviser founded in 1983</li> <li>Headquarters: Abilene, serving West Texas and clients nationwide</li> <li>Retirement plan support: 3(21) fiduciary investment advice</li> <li>Services include investment advisory, financial planning, accounting, and tax services</li> </ul>
Website: https://www.carterfinancialgroup.com/services/asset-management
Founded: 1983
Office Locations
- Abilene, TX (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $100.0M