Home
›
Firms
›
CARITAS CAPITAL, LLC
CARITAS CAPITAL, LLC
CHARLOTTE, North Carolina
·
5 registered advisors
·
CRD# 149970
SEC# 801-70811
704-553-8778
01
Firm Overview
AUM
$7M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CARITAS CAPITAL, LLC
5 registered advisors
James Andrew Bailey
CHARLOTTE, North Carolina
CRD# 2726041
James William Mccarthy
CHARLOTTE, North Carolina
CRD# 5659193
Malcolm Jennings Prochaska
CHARLOTTE, North Carolina
CRD# 1715456
Marc John Durica
CHARLOTTE, North Carolina
CRD# 2183387
Robert Gregory Fontana
CHARLOTTE, North Carolina
CRD# 2909353
05
Office Locations
CHARLOTTE, North Carolina
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CARITAS CAPITAL, LLC (CRD# 149970) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.