Samuel Kelly Carpenter
Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
2 statesRegistered in
$12.9BFirm assets
54 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Sam Carpenter Insurance AgencyFeb 2026 to now
- State Farm Investment Management Corp.Jul 2025 to now
- State Farm Vp Management Corp.Jul 2025 to now
- University of Alabama At BirminghamAug 2023 to now
- State Farm InsuranceJul 2025 to Feb 2026
- Southern Power CompanyJul 2024 to Jul 2025
- Capital Program Management (cpm)Sep 2022 to Dec 2024
- Southern Company ServicesMay 2022 to Jul 2024
- WileyAug 2021 to May 2022
- Mississippi State UniversityAug 2020 to May 2022
- Bhate Geosciences CorporationMay 2020 to Aug 2020
- Christian Brothers UniversityAug 2019 to May 2020
- Flagler CollegeAug 2017 to May 2019
- Pensacola Catholic High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 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
- 8115300
- Firm CRD
- 3487