Charles
Pyke
Captrust
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About this Advisor
Charles Pyke is a financial advisor based in Stockbridge, Georgia, working with Captrust. Charles has previously held positions 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, Charles B. Pyke, Jr., With Berkshire Hathaway Home, Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust) and 3Clane Family Foundation. Charles has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Charles is part of Captrust, which operates out of Stockbridge, Georgia. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
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
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
Nashville, TN
Raleigh, NC
New Hyde Park, NY
Boston, MA
San Antonio, TX
Tampa, FL
Phoenix, AZ
Houston, TX
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