Kirby Eugene Pate
Investment adviser representative at Captrust
12 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Kirby Eugene Pate? 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.
- CaptrustMar 2026 to now
- North Carolina State UniversityAug 2023 to Dec 2025
- Connect CauseApr 2022 to Aug 2023
- Ymca Camp High HarbourApr 2019 to Sep 2019
- Forest Hills Baptist ChurchJan 2019 to Apr 2022
- Mercer's Mcafee School of TheologyAug 2018 to Aug 2022
- Johns Creek Baptist ChurchAug 2014 to Apr 2019
- Mercer's Mcafee School of TheologyAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8268570
- Firm CRD
- 175112