JC
John D. Carter
CROW HOLDINGS CAPITAL
Dallas, TX 75219-3913
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CRD#: 6311706
JC
Professional summary
John Dodge Carter, who also goes by Dodge Carter, is a registered financial advisor currently at CROW HOLDINGS CAPITAL located in Dallas, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dodge Carter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS NAME: SOUTHWESTERN DDC INVESTMENTS GP, LLC;
BUSINESS ADDRESS: 4100 SOUTHWESTERN BLVD, DALLAS, TX 75225;
POSITION: MANAGER;
COMMENCEMENT: JUNE 2013;
FORMED FOR PERSONAL FAMILY INVESTMENTS;
OWNED JOINTLY WITH SPOUSE;
INSUBSTANTIAL AMOUNT OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view John Dodge Carter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2014 - Present
CROW HOLDINGS CAPITAL
Office #1: 3819 Maple Ave, Dallas, TX 75219-3913RIA
CRD#: 156925
Dallas, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.
CRD#: 156925 / SEC#: 801-72434
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/19/2014)
Exams
Current Firm
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.
CRD#: 156925 / SEC#: 801-72434
RIA
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Contact information
Main Address
3819 Maple Ave, Dallas, TX 75219-3913
Mailing Address
Phone number
(214) 661-8000
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 13,950,022,655 |
Red Flags
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Company Information
CROW HOLDINGS CAPITAL
CRD#: 156925Dallas, TX 75219-3913TRUST BUT VERIFY
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