JC
JC

John Dodge Carter

11 Years of Experience
Areas of Practice
Investment ManagementReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
16 clients
Average Client Portfolio
$871.9M average
Assets Under Management
$14.0B

Fee Structure

Financial Planning:Investment management only
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Location

3819 Maple Ave, Dallas, TX, 75219-3913

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a manager at Southwestern DDC Investments GP, LLC, formed for personal family investments and jointly owned with his spouse. He spends a minimal amount of time on this activity.

Employment History
Current Registrations
Crow Holdings Capital
March 2014 - Present · 11 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
John Dodge Carter - Financial Advisor | TrueAdvisor