Charles (chad) Atkins, financial advisor Naples FL

Charles (chad) Atkins

CRD Number: 4808551
Current Firm: Private Capital Management

Charles (chad) Atkins (CRD# 4808551) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Private Capital Management, LLC Naples, FL Sep 2013 - Current 8
Carnes Capital Corporation Naples, FL May 2004 - Current 17
Private Capital Management, LP Naples, FL May 2004 - Aug 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Charles (chad) D. Atkins
Phone Number: (239) 254-2500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    729
    MILLIONS
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $2,700,235
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI

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