Edward
Cheatham
Captrust
Answer a few questions and
get matched with an advisor.
About this Advisor
Edward Cheatham is a financial advisor working out of Chesterton, Indiana, with 3 years of industry experience. Cheatham is an employee of Captrust. Their career trajectory has included roles at Principal Life Ins Co, Princor Financial Services Corp, Wunderlich Securities, Inc, Heritage Wealth Management, LLC, Lakeside Wealth Management Group, LLC, Capfinancial Partners, LLC. (Captrust) and Rcm Wealth Advisors. Cheatham maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Illinois. Captrust is a financial advisory firm headquartered in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It has $715 billion in assets among its 76,254 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 136 charitable organizations. Of its 76,254 customer accounts, 33% belong to high-net-worth investors who have more than $1 million in investable assets. Captrust provides a number 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 management fees largely depend on the services. Fees billed by Captrust can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Edward Cheatham Work History
Edward has been registered as a financial advisor for 3 years.*
Capfinancial Partners, LLC. (Captrust)
Lakeside Wealth Management Group, LLC
Rcm Wealth Advisors
Wunderlich Securities, Inc
Heritage Wealth Management, LLC
Principal Life Ins Co
Princor Financial Services Corp
*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 Edward Cheatham 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
Bethlehem, PA
Marietta, GA
Raleigh, NC
Raleigh, NC
Brentwood, TN
Sacramento, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
