Robert
Burkhart
Captrust
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About this Advisor
Robert Burkhart is a certified financial planner based out of Tampa, Florida, with a total of 6 years of relevant experience. Burkhart is currently employed by Captrust. Their career trajectory has included roles at University Of Georgia, Wells Fargo Advisors Financial Network, LLC, Stable Waters Financial, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Burkhart holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Captrust is a registered investment company that has its headquarters in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It has $715 billion in total assets between its 76,254 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 136 charities and foundations. Of its 76,254 client accounts, 33% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors depend on the services. Fees charged by Captrust most likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Robert Burkhart Work History
Robert has been registered as a financial advisor for 6 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Wells Fargo Advisors Financial Network, LLC
Stable Waters Financial
University Of Georgia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Burkhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Chesterton, IN
Wilmington, NC
Raleigh, NC
Clarkston, MI
Raleigh, NC
Raleigh, NC
Akron, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
