Charles
Hite
Captrust
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About this Advisor
Charles Hite is a certified financial planner working in Raleigh, North Carolina with 8 years of industry experience. Hite currently works for Captrust. Their career trajectory has included roles at Capfinancial Securities LLC and Capfinancial Partners LLC (Captrust). Hite has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in North Carolina and Texas. Captrust is an advisory firm that has its headquarters in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 advisors. It has $715 billion in assets across its 76,254 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs 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. Fees charged by financial advisors are based on which service is provided. However, fee types billed by Captrust likely consist of some 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 Hite Work History
Charles has been registered as a financial advisor for 8 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
*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 Hite to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
