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Caleb Fite

Advisor at Capital Analysts

Updated today

Location

Cabot, AR 72023

Credentials

Series 66

Industry experience

3 years

About

Caleb Fite is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Capital Analysts. Outside of his advisory role, Caleb is also involved in providing insurance services to clients. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of services including financial planning, custom and model portfolios, third-party manager access, and ERISA retirement plan advice.

Client services

Based on Capital Analysts

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%

Other

Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.

Location

200 Westport Drive, Ste A.

Cabot, AR 72023

Most active in

Arkansas · Texas

Work history

Captal Analysts

2024 - Present (2 years)

Lincoln Investment

2024 - Present (2 years)

Fidelity Investments

2022 - 2024 (2 years)

University of Cincinnati

2021 - 2022 (1 year)

Groundspro LLC

2021 - 2021 (1 year)

University of Cincinnati

2020 - 2021 (1 year)

Northwestern Mutual

2020 - 2020 (1 year)

University of Cincinnati

2019 - 2020 (1 year)

Giovannis Pizzeria

2019 - 2019 (1 year)

Glendale Public Works

2019 - 2019 (1 year)

Western Brown School District

2017 - 2019 (2 years)

Schoolhouse Pizza

2017 - 2017 (1 year)

Western Brown School District

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of advising, Kaminski is a business owner of a tanning salon and serves as a nonprofit board member for Graceland University. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofits, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process using active, passive, or blended strategies, including a wrap fee program and third-party sub-advisory services.

Real estate investing Annuities Options & derivatives strategies
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Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Kathryn C

Series 63, Series 66

Beebe, AR

St. Bernard Financial Services, Inc.

Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, with an emphasis on low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
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