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Lyle Conner Mutter

Captrust

Charlotte, NC

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-05
  • NC RA
    APPROVED
    Since 2025-03-05

Branch Locations

5605 Carnegie Boulevard - Suite 400, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adhesion Wealth Advisor Solutions Charlotte NC 11/2017 10/2021
Secrest Blakey & Associates Davidson NC 01/2016 11/2017
Carolinas Wealth Consulting Llc Charlotte NC 11/2021 02/2025
Carolinas Investment Consulting, Llc Charlotte NC 11/2021 02/2025
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2025 Present
  • 11/2017 → 10/2021
    Adhesion Wealth Advisor Solutions
    Charlotte, NC
  • 01/2016 → 11/2017
    Secrest Blakey & Associates
    Davidson, NC
  • 11/2021 → 02/2025
    Carolinas Wealth Consulting Llc
    Charlotte, NC
  • 11/2021 → 02/2025
    Carolinas Investment Consulting, Llc
    Charlotte, NC
  • 01/2025 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-11
  • S65 Uniform Investment Adviser Law Examination
    2019-01-11
Other Names
  • Lyle Conner Mutter
  • Lyle Mutter

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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