Summary

Carter Capital Management

Founded in 1987

Description

Carter Capital Management is a fee-only financial planner that specializes in index fund focused investment management. The company was founded during a time of significant turmoil in the financial services industry, as it was transitioning from high f...

Strengths

  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • Carter Capital Management has a very small market share in their industry

Annual Revenue

Carter Capital Management's annual revenue

$5308000

Based on Kona Equity data

  • Revenue per employee

    $408308

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $143459

  • Revenue growth rate from first known quarter to current

    56.1%

Employee Count

13 employees

  • Employee growth rate from first known quarter to current

    41.2%

G Score - 3

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.

Location

P.O. Box 628290 
Orlando, FL  32862

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Key Information

  • SIC: 62; 6211
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Carter Capital Management.

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Frequently Asked Questions

Where is Carter Capital Management located?

Carter Capital Management's headquarters are located at P.O. Box 628290  Orlando, FL  32862.


What is Carter Capital Management's official website?

Carter Capital Management's official website is carter-capital.com


What is Carter Capital Management's revenue?

Carter Capital Management's annual revenue is $5.3 M.


What is Carter Capital Management's SIC code?

Carter Capital Management's SIC: 62; 6211


What is Carter Capital Management's NAICS code?

Carter Capital Management's NAICS: 523; 52.


How many employees does Carter Capital Management's have?

Carter Capital Management has 13 employees


What industry does Carter Capital Management belong to?

Carter Capital Management is in the industry of Investment management.

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