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Robert Gregory Fontana

CARITAS CAPITAL, LLC·CHARLOTTE, North Carolina
Clean recordCARITAS CAPITAL, LLC
5950 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 2909353Firm CRD# 149970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Gregory Fontana · CHARLOTTE, NC
Registration
CRD #2909353 · CARITAS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Gregory Fontana is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CARITAS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
CARITAS CAPITAL, LLC
CARITAS CAPITAL, LLC
AUM
$7M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CARITAS CAPITAL, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2909353
Firm CRD# 149970
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Gregory Fontana offer?
Robert Gregory Fontana specializes in Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Robert Gregory Fontana's credentials?
Robert Gregory Fontana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Gregory Fontana located?
Robert Gregory Fontana is based in CHARLOTTE, North Carolina, working with CARITAS CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Robert Gregory Fontana charge for services?
Robert Gregory Fontana's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARITAS CAPITAL, LLC?
CARITAS CAPITAL, LLC has approximately 3 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARITAS CAPITAL, LLC

James Andrew Bailey
CHARLOTTE, NC
James William Mccarthy
CHARLOTTE, NC
Malcolm Jennings Prochaska
CHARLOTTE, NC
Marc John Durica
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (338)GREENSBORO (122)CHAPEL HILL (112)DURHAM (110)ASHEVILLE (94)WINSTON-SALEM (73)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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