CARITAS CAPITAL, LLC

CHARLOTTE, North Carolina·3 registered advisors·CRD# 149970

SEC# 801-70811704-553-8778

01

Firm Overview

AUM

$7M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

3

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

3 registered advisors

James Andrew Bailey

CHARLOTTE, North Carolina

Malcolm Jennings Prochaska

CHARLOTTE, North Carolina

Marc John Durica

CHARLOTTE, North Carolina

05

Office Locations

CHARLOTTE, North Carolina

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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.