Caleb Fite
Advisor at Capital Analysts
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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
Fee options
$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%
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
Caleb F has reported serving >5 clients in these states in the last 12 months.
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
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael T
CFA®
Vilonia, AR
Eagle Valley Wealth Management
Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Justin K
Series 66
Cabot, AR
Paladin Investment Advisors
Kenneth K
Series 65
Cabot, AR
Paladin Investment Advisors
Seth H
Series 65
Cabot, AR
Paladin Investment Advisors
Kathryn C
Series 63, Series 66
Beebe, AR
St. Bernard Financial Services, Inc.
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