Kyle Patterson Ware
Investment adviser representative at Captrust
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
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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
8 years in the industry.
- CaptrustMar 2025 to now
- Capfinancial Partners LLC (captrust)Dec 2022 to now
- Trustcore Financial Services, LLCJun 2022 to Dec 2022
- Trustcore Financial Services, LLCMay 2021 to Aug 2021
- Leisure SportsMay 2020 to Aug 2020
- Lake LawnsMay 2019 to Aug 2019
- J H RanchMay 2018 to Aug 2018
- Auburn UniversityAug 2017 to May 2022
- UnemployedMay 2017 to Aug 2017
- Mountain Brook High SchoolAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7616652
- Firm CRD
- 175112