Kyle
Tucker

Captrust

CRD#4740460
Investment Advisor
in Raleigh, NC
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About this Advisor

Kyle Tucker is a certified financial planner based out of Raleigh, North Carolina, who has been in the financial industry for 11 years. Tucker currently works for Captrust. They have worked at Captrust for their whole career. Tucker maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Captrust is a firm operating out of Raleigh, North Carolina. It has offices in 34 locations and a total of 412 employees. It has $274 billion in assets among its 16,305 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 16,305 accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. Captrust offers a number 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. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Captrust most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

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

412

NC Average: 22
Total Number of Accounts

16,305

NC Average: 1,917
Average Account Size

$16,803,400

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

Kyle Tucker Work History

Kyle has 11 years of experience.

2007 - Present (12 years)

Captrust Financial Advisors

Disclosures

Kyle Tucker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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