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  1. Companies/
  2. Karter Capital Advisors, LLC

Filings through Oct 24, 2026.

Karter Capital Advisors, LLC

EIN 86-1099204-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Health & Benefits
0
Participants
2
41 SMITHS NECK ROAD - OLD LYME, CT 06371203-376-7958
Plans on this EIN
1 filing
#001Traditional DB-$2.4M - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

KARTER CAPITAL ADVISORS, LLC

Traditional DB

Assets$2.4M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KARTER CAPITAL ADVISORS, LLCTraditional DB$2.4M22025
  • KARTER CAPITAL ADVISORS, LLC$2.4M
    #001 · Traditional DB · 20252
Retirement plans
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