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Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Wells Fargo Advisors Financial Network LLC 6 years, 5 months Jul 2009 - Present
Captrust Advisors 6 years, 5 months Jul 2009 - Present
Highmount Capital 3 years, 3 months Apr 2006 - Jul 2009
Aon Securities Corporation 6 years, 4 months Dec 1999 - Apr 2006
Are You
Kevin Michael Schmid?
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Designations & Memberships

  • Chartered Financial Analyst
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Jul 24, 2015
  • license status
  • disclosures
  • as of date
    Jul 24, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Captrust Advisors, LLC

Last updated on 2015-03-30
    • $23.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2
    • $11.8M
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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