Carter Hall
Nilsine Partners · Greenwood Village, Colorado
Carter Hall is a fee-only financial advisor at Nilsine Partners in Greenwood Village, Colorado. Nilsine Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Nilsine Partners |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.88B across 1,552 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7999339 |
| Exams passed | Series 65 (2024) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | link.edgepilot.com/s/3b99da3c/qroj6ouxx0wy4yihwiudpq?u=https://www.linkedin.com/company/nilsine-partners |
How Carter's firm compares
- Nilsine Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,552 accounts).
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Questions about Carter
Is Carter Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Nilsine Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carter charge for financial advice?
Carter's firm, Nilsine Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carter Hall based?
Carter Hall is based in Greenwood Village, Colorado.
Is Carter Hall registered with the SEC?
Yes. Carter Hall is registered as an investment adviser representative in CO (CRD 7999339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nilsine Partners manage?
Nilsine Partners reports $1.88B across 1,552 accounts in assets under management.
How do I contact Carter Hall?
Through Carter's website, link.edgepilot.com/s/3b99da3c/qroj6ouxx0wy4yihwiudpq?u=https://www.linkedin.com/company/nilsine-partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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