Charles Bernard Pyke
Investment adviser representative at Captrust
30 yearsExperience
2 statesRegistered in
$1.2TFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- CaptrustApr 2021 to now
- Capfinancial Partners LLC (captrust)Apr 2021 to now
- Capfinancial Securities LLCApr 2021 to now
- Charles B. Pyke, Jr., With Berkshire Hathaway HomeMay 2016 to now
- Asset & Risk Management, LLCJan 2011 to now
- Cr Reliance Properties, LLCMar 1999 to now
- Pyke, Presley & Associates, PcMar 1996 to now
- Stewardship Financial Advisors, LLCJul 2014 to Apr 2021
- Stewardship Capital Management, LLCJul 2014 to Aug 2019
- Long Term Care Insurance Solutions, LLCDec 2013 to Dec 2019
- Cetera Advisors LLCJan 2013 to Apr 2021
- Docuclub, LLCMay 2012 to Sep 2024
- Pyke Enterprises, LLCJan 2010 to Aug 2017
- Kp&b Tax Planning, LLCDec 2006 to Oct 2024
- The Pyke Family Limited PartnershipJun 2005 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3194050
- Firm CRD
- 175112