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Charles Martin Caravati

Brockenbrough

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About Charles Martin Caravati

Charles Caravati is a financial advisor based in Richmond, Virginia. Charles has over 30 years of experience in the financial services industry and is currently registered with Brockenbrough. Charles is a Chartered Financial Analyst (CFA) and holds Series 7, 63, and 65 licenses. Prior to joining Brockenbrough, Charles was with SOVRAN INVESTMENT CORPORATION.

Firm Information

Charles Caravati is currently registered with Brockenbrough. Brockenbrough is an investment advisor registered with the SEC headquartered in RICHMOND, VA. They advise a variety of client types including individuals, high-net-worth individuals, investment companies, corporations, pension plans, state or municipal government entities, and charitable organizations. Their services include financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. They manage approximately $4.8 billion in assets.
Brockenbrough

1802 BAYBERRY CT.

RICHMOND, VA 23226-3767

$4.82B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Charles Caravati’s Registration & Firm History

VA

06/22/1993 - Present

Brockenbrough (RICHMOND VA)

NA

10/19/1988 - 06/20/1990

SOVRAN INVESTMENT CORPORATION

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Licenses & Designations

IA

Issued 01/14/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Martin Caravati.
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