David Carter
Carter Capital Management · Houston, Texas
David Carter is a fee-only financial advisor at Carter Capital Management in Houston, Texas, who holds the CFP credential. David focuses on retirement planning and estate & legacy planning. Carter Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Carter Capital Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $73.0M across 119 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2595422 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.carter-capital.com |
| Profile |
How David's firm compares
- Carter Capital Management's average account is about $613,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about David
Is David Carter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Carter Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Carter Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Carter based?
David Carter is based in Houston, Texas.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
What credentials does David Carter hold?
David Carter holds the CFP credential.
Is David Carter registered with the SEC?
Yes. David Carter is registered as an investment adviser representative in TX (CRD 2595422), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carter Capital Management manage?
Carter Capital Management reports $73.0M across 119 accounts in assets under management.
How do I contact David Carter?
Through David's website, www.carter-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
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
- Carter Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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