Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert C
Series 63
Hermitage, TN
Capital Analysts
Robert Cates is a financial advisor with Capital Analysts in Hermitage, TN, holding a Series 63 designation and 35 years of industry experience. His work history includes long-term roles at Great American Life Insurance Company and Lincoln Investment Planning, Inc., as well as service with Bonita Unified School District. Capital Analysts serves a broad client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm’s investment approach involves discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, and it offers advisors flexibility with custom portfolios, third-party manager selection, and various program options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters