Carter Stanley
IRA Group · Atlanta, Georgia
Carter Stanley is a fee-only financial advisor at IRA Group in Atlanta, Georgia. IRA Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IRA Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.42B across 691 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 6633897 |
| Exams passed | Series 66 (2019) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.iragroup.com |
How Carter's firm compares
- IRA Group's average account is about $22.3 million, from its Form ADV (assets managed divided by 691 accounts).
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Questions about Carter
Is Carter Stanley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and IRA Group 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, IRA Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carter Stanley based?
Carter Stanley is based in Atlanta, Georgia.
Is Carter Stanley registered with the SEC?
Yes. Carter Stanley is registered as an investment adviser representative in GA and TX (CRD 6633897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRA Group manage?
IRA Group reports $15.42B across 691 accounts in assets under management.
How do I contact Carter Stanley?
Through Carter's website, www.iragroup.com.
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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