Brian Edward Adams

Carter, Terry & Company, INC.

28 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Carter, Terry & Company, INC.

Compensation

Fee-Only (AUM)

Firm Size

17 advisors

Number of Clients

185 clients

Average Client Portfolio

$602K average

Assets Under Management

$111.3M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	2.00%
$100K - $500K	2.00%
$500K - $1.0M	2.00%
$1.0M - $2.0M	2.00%
$2.0M - $5.0M	1.75%
$5M+	1.50%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Brian has a 33.3% ownership stake in Farside Property and is an investor in SIC Enterprises. He also is involved with Argus Walbe, an import/export business, dedicating minimal time to each activity.

Employment History

Current Registrations

Carter, Terry & Company, INC.

July 2004 - Present · 21 yrs 7 mos

Carter, Terry & Company, INC.Broker

July 2001 - Present · 24 yrs 7 mos

Previous Registrations

Morgan Stanley Dw INC.Broker

April 2000 - July 2001 · 1 yr 3 mos

Dean Witter Reynolds INC.Broker

January 1998 - March 2000 · 2 yrs 2 mos

Vtr Capital, INC.Broker

January 1997 - January 1998 · 1 yr

State Registrations20 states

AZCAFLGAHIIDILINMDMIMONCNHNYOHORPASCTNVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.