Christopher
Huber

Captrust

CRD#7300535
Investment Advisor
in Bethlehem, PA

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About this Advisor

Christopher Huber is a certified financial planner operating in Bethlehem, Pennsylvania with 1 year of relevant experience. Huber is an advisor for Captrust. The advisor has gained experience at Capfinancial Partners, LLC (Captrust) and Buckno Lisicky & Company. Huber is able to operate in Pennsylvania. Captrust is a business that has its headquarters in Raleigh, NC. It has offices in 69 locations and a total of 1,338 advisors. It manages $715 billion in total assets between its 76,254 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 136 charitable organizations. Of its 76,254 accounts, 33% are held by high-net-worth clients who have more than $1 million in assets. Captrust has 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 for financial management largely depend on the services provided. However, fees billed by Captrust may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

60 W Broad Street, Suite 300
Bethlehem, PA 18018

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

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

1,338

PA Average: 22
Total Number of Accounts

76,254

PA Average: 1,917
Average Account Size

$9,371,153

PA Average: $1,890,985

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

Christopher Huber Work History

Christopher has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Capfinancial Partners, LLC (Captrust)

2008 - 2020 (12 years)

Buckno Lisicky & Company

*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 Christopher Huber 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

Andrew Raggio
Raleigh, NC
Kirk Futrell
Chesterton, IN
Kwame James
Marietta, GA
Vivian Houchens
Raleigh, NC
Philip Henninger
Brentwood, TN
Adam Beers
Bethlehem, PA
Kathryn Mccall
Sacramento, CA
Christopher Riley
Wilmington, NC

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.

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