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Mccarter Investments, LLC (Knoxville)


Mccarter Investments, LLC is an adviser based in Knoxville. It manages $21.3 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Tennessee.

Mccarter Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccarter Investments: assets under management

The assets under management (AUM) of Mccarter Investments, LLC is $21.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $262.97 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccarter Investments, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Knoxville

The principal office where Mccarter Investments, LLC performs its advisory services is located at 2028 Rivergate Drive, Knoxville, TN 37920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 865-579-5868 or by fax 865-573-1642. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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