Timothy Charles Irvin
Investment adviser representative at Captrust
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Timothy Charles Irvin? Claim your profile
Contact this firm
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
12 years in the industry.
- Capfinancial Securities LLCMay 2021 to now
- CaptrustFeb 2021 to now
- Capfinancial Partners LLC (captrust)Feb 2021 to now
- Cammack Larhette Advisors, LLCOct 2014 to Feb 2021
- Cammack Larhette Brokerage, Inc.Oct 2014 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5753110
- Firm CRD
- 175112