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Tanner Ross Carter

Investment adviser representative at Smart Money Group, LLC
11 yearsExperience
1 stateRegistered in
$424.3MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Smart Money Group, LLCMay 2026 to now
  2. Kennedy Financial ServicesJul 2025 to now
  3. Full Time StudentNov 2015 to now
  4. Sherman ShadowcatsOct 2024 to Jun 2025
  5. Stephenville Sox BaseballAug 2023 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Smart Money Group, LLC

$424.3MAssets managed
571Clients
11Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8112623
Firm CRD
284187
Advisor's SEC record (opens in a new tab)
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