# EDGAR Filing Document

**Accession Number:** 0000765528
**File Stem:** 0000765528-26-000004
**Filing Date:** 2026-3
**Character Count:** 2690
**Document Hash:** f9bef194c01150f7015f7af530e8f5ed
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000765528-26-000004.hdr.sgml**: 20260320

**ACCESSION NUMBER**: 0000765528-26-000004

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260320

**DATE AS OF CHANGE**: 20260320

**EFFECTIVENESS DATE**: 20260320

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CARTER, TERRY & COMPANY, INC.
- **CENTRAL INDEX KEY:** 0000765528

**ORGANIZATION NAME:**
- **EIN:** 581608676
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-33797
- **FILM NUMBER:** 26777680

**BUSINESS ADDRESS:**
- **STREET 1:** 3340 PEACHTREE ROAD SUITE 1400
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326
- **BUSINESS PHONE:** (404) 364-2070

**MAIL ADDRESS:**
- **STREET 1:** 3340 PEACHTREE ROAD SUITE 1400
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30326

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ATTKISSON CARTER & COMPANY, INC.
- **DATE OF NAME CHANGE:** 20040813

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CARTER, TERRY & COMPANY, INC.
- **DATE OF NAME CHANGE:** 20040811

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CATER, TERRY & COMPANY, INC.
- **DATE OF NAME CHANGE:** 20040811

### Attached PDF Documents

**Attachment 1:** `Public.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000765528

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** CARTER, TERRY & COMPANY, INC.

**Business Address:** 3340 PEACHTREE ROAD SUITE 1400, ATLANTA, GA, 30326

**Contact Person:** Kristin Montet

**Contact Phone:** 404-364-2070

### Independent Public Accountant Identification

**Accountant Name:** Ohab & Company PA

**Accountant Address:** 100 E Sybelia Ave Suite 130, Maitland, GA, 32751

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Timothy Terry**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CARTER, TERRY & COMPANY, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Tim Terry

**Title:** President