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Harriet Marmon Helmle

Captrust

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About Harriet Marmon Helmle

Harriet Helmle is an investment advisor representative with Captrust. Harriet is registered with the state of Texas and has been in the industry since 1998. Harriet has passed the Series 7, Series 6, and Series 63 exams. Harriet is a board member of UT Health Regional Physicians Network. Harriet specializes in providing financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles. Harriet was previously employed by Frost Brokerage Services, Inc.

Firm Information

Harriet Helmle is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Harriet Helmle’s Registration & Firm History

TX

10/11/2021 - Present

Captrust (San Antonio TX)

TX

07/02/1998 - 03/31/2008

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 06/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/1998

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harriet Marmon Helmle.
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