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Managing Partner/chief Compliance Officer · Ironwood Investment Counsel, LLC

Matthew J. Carter

CRD 4541900 · Named on Form ADV at one SEC-registered adviser

At a glance

Ironwood Investment Counsel, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $1.8 billion in regulatory assets, lists Matthew J. Carter on its Form ADV as Managing Partner/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew S. KellyPartner, Senior Wealth Advisor, Ironwood Investment Counsel, LLC
  • Brian N. JacksonPartner, Senior Portfolio Manager, Ironwood Investment Counsel, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.