Charles
Pyke
Captrust
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About this Advisor
Charles Pyke is a financial advisor who works in Stockbridge, Georgia with a total of 2 years of industry experience. Pyke is an employee of Captrust. During their career, the advisor has held roles at 3Clane Farms Family Limited Partnership, Keeble & Pyke Financial Advisors, Inc, Cetera Advisors LLC, 3Clane Holdings, LLC, The Pyke Family Limited Partnership, Pyke Enterprises, LLC, Cr Reliance Properties, LLC, Kp&B Tax Planning, LLC, Docuclub, LLC, Long Term Care Insurance Solutions, LLC, Asset & Risk Management, LLC, Pyke & Associates, P.C, Stewardship Capital Management, LLC, Stewardship Financial Advisors, LLC, Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust), Charles B. Pyke, Jr., With Berkshire Hathaway Home and 3Clane Family Foundation. Pyke holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Texas. Captrust is an advisory firm that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It oversees $715 billion in total assets between its 76,254 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 136 charitable organizations. Of its 76,254 client accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. Captrust offers a diverse array of services, such as 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. Financial advisory fee schedules usually depend on which services are provided. Fees billed by Captrust likely consist of any blend 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
Charles Pyke Work History
Charles has been registered as a financial advisor for 2 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Charles B. Pyke, Jr., With Berkshire Hathaway Home
3Clane Family Foundation
Docuclub, LLC
Asset & Risk Management, LLC
Kp&B Tax Planning, LLC
3Clane Farms Family Limited Partnership
3Clane Holdings, LLC
Cr Reliance Properties, LLC
Pyke & Associates, P.C
Stewardship Capital Management, LLC
Stewardship Financial Advisors, LLC
Cetera Advisors LLC
Long Term Care Insurance Solutions, LLC
Pyke Enterprises, LLC
The Pyke Family Limited Partnership
Keeble & Pyke Financial Advisors, Inc
*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 Charles Pyke 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
Akron, OH
Raleigh, NC
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Sacramento, CA
Raleigh, NC
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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