Caleb M Fite
Investment adviser representative at Capital Analysts
14 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Capital AnalystsApr 2024 to now
- Captal AnalystsApr 2024 to now
- Lincoln InvestmentApr 2024 to now
- Fidelity InvestmentsMay 2022 to Mar 2024
- University of CincinnatiAug 2021 to May 2022
- Groundspro LLCApr 2021 to Aug 2021
- University of CincinnatiDec 2020 to Apr 2021
- Northwestern MutualMay 2020 to Dec 2020
- University of CincinnatiAug 2019 to May 2020
- Giovannis PizzeriaJun 2019 to Aug 2019
- Glendale Public WorksMay 2019 to Aug 2019
- Western Brown School DistrictJul 2017 to May 2019
- Schoolhouse PizzaMay 2017 to Jul 2017
- Western Brown School DistrictJun 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AR).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 7243835
- Firm CRD
- 162200