Tanner Ross Carter

Employer firm

Smart Money Group, LLC CRD 284187

$424M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Full Time Student
  Eastland, TX
• 08/2023 → 05/2024
  Stephenville Sox Baseball
  Stephenville, TX
• 10/2024 → 06/2025
  Sherman Shadowcats
  Sherman, TX
• 07/2025 → Present
  Kennedy Financial Services
  Eastland, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-15