Investment adviser representative · Alta Capital Management LLC
Carter D. Allen
CRD 6971991 · Salt Lake City, UT
At a glance
Carter D. Allen is an investment adviser representative with Alta Capital Management LLC in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carter’s SEC record dates to 2019, about 6 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Alta Capital Management LLCSince December 2019Salt Lake City, UT · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.