Charles
Hite

Captrust

CRD#4359244
Investment Advisor
in Raleigh, NC
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About this Advisor

Charles Hite is a certified financial planner who works out of Raleigh, North Carolina, who has been in the industry for 13 years. Hite is an advisor for Captrust. During their career, the advisor has held roles at Capfinancial Securities, LLC, Wachovia Securities, LLC and Captrust Financial Advisors. Hite maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in North Carolina and Texas. Captrust is an advisory firm headquartered in Raleigh, North Carolina. The company has offices in 34 locations and a total of 412 advisors. It handles $274 billion in assets under management across its 16,305 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 74 charitable organizations. Of its 16,305 client accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets. Captrust performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually vary depending on the financial services. However, fee types charged by Captrust likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$289,654,600,995

NC Average: $3,625,019,099
Total Number of Employees

515

NC Average: 22
Total Number of Accounts

19,209

NC Average: 1,917
Average Account Size

$15,079,109

NC Average: $1,890,985

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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 13 years of experience.

2009 - Present (10 years)

Capfinancial Securities, LLC

2009 - Present (10 years)

Captrust Financial Advisors

2005 - 2009 (4 years)

Wachovia Securities, LLC

Disclosures

Charles Hite has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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