Charles Pyke (CRD# 3194050) is an Investment Advisor Representative working at Captrust in Stockbridge, GA and has over 24 years of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | Apr 2021 - Current | 3 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Apr 2021 - Current | 3 |
| Charles B. Pyke, Jr., With Berkshire Hathaway Home | Stockbridge, GA | May 2016 - Current | 7 |
| 3clane Family Foundation | Stockbridge, GA | Sep 2013 - Current | 10 |
| Docuclub, LLC | Stockbridge, GA | May 2012 - Current | 11 |
| Asset & Risk Management, LLC | Stockbridge, GA | Jan 2011 - Current | 13 |
| Kp&b Tax Planning, LLC | Stockbridge, GA | Dec 2006 - Current | 17 |
| 3clane Farms Family Limited Partnership | Stockbridge, GA | Nov 2002 - Current | 21 |
| 3clane Holdings, LLC | Stockbridge, GA | Nov 2002 - Current | 21 |
| Cr Reliance Properties, LLC | Stockbridge, GA | Mar 1999 - Current | 25 |
| Pyke & Associates, P.c. | Stockbridge, GA | Mar 1996 - Current | 28 |
| Stewardship Financial Advisors, LLC | Stockbridge, GA | Jul 2014 - Apr 2021 | 6 |
| Cetera Advisors LLC | El Segundo, CA | Jan 2013 - Apr 2021 | 8 |
| Long Term Care Insurance Solutions, LLC | Stockbridge, GA | Dec 2013 - Dec 2019 | 6 |
| Stewardship Capital Management, LLC | Stockbridge, GA | Jul 2014 - Aug 2019 | 5 |
| The Pyke Family Limited Partnership | Stockbridge, GA | Jun 2005 - Dec 2017 | 12 |
| Pyke Enterprises, LLC | Stockbridge, GA | Jan 2010 - Aug 2017 | 7 |
| Keeble & Pyke Financial Advisors, Inc. | Stockbridge, GA | Nov 1999 - Jul 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1999 |
- GA
- TX
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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