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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

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

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Advisors Financial Network LLC 7 years, 2 months Jul 2009 - Present
Captrust Advisors 7 years, 2 months Jul 2009 - Present
Highmount Capital 3 years, 3 months Apr 2006 - Jul 2009
Are You
Kevin Michael Schmid?
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Designations & Memberships

  • Chartered Financial Analyst
    Designation
    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

Insights by Kevin Schmid

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 2, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 3, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Captrust Advisors, LLC

Last updated on March 30, 2016
    • $48.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4
      Accounts
    • $12.2M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees