A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Carter Financial, LLC.

Business address: 4225 Executive Square Suite 1030, La Jolla, CA, 92037
Top securities (13F): VUG, VTI, CGDV, VTV, LMBS, VB, VNQ, AAPL, VXUS, VTEB, VOO, JMUB, CATH, V, JMST, SRE, BRKB, BIV, MSFT, and SCHB
State of incorporation: CA
Fiscal year end: 31 December

Carter Financial, LLC has filed 1 SEC EDGAR filings since 17 Mar 2026

Recent SEC filings for Carter Financial, LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		17 Mar 2026	31 Dec 2025	028-26774

Carter Financial, LLC files with the SEC under CIK 0002115533. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.