Charles B. Pyke, Jr., is a wealth management financial advisor based in Stockbridge, GA.
Charles joined CAPTRUST in 2021. He brings over 30 years of experience as a financial consultant and attorney, providing a wide range of financial and legal services focusing on five key areas: investments, estate planning, asset protection, tax planning, and retirement income planning. Charles focuses on developing and maintaining a holistic plan which encompass those five key areas in an effort to help clients be good stewards of that that has been entrusted to them.
Prior to joining our team, Charles founded Stewardship Financial Advisors, LLC, a comprehensive financial services firm, KP&B Tax Planning, LLC, a tax compliance firm, and the law firm of Pyke & Associates, P.C. Charles has drafted over 14,000 estate plans and has administered thousands of estates. This unique experience as the founding partner of legal, financial, and tax firms enables him to better represent clients in comprehensive planning.
Charles is the author of The Complete Guide to Estate and Legacy Planning: A Roadmap to Protecting Your Family, Wealthy and Legacy, and is co-author of two other books, A Will Is Not Enough In Georgia and Estate Planning Basics: 38 Commonly Asked Questions About Estate Planning. He is a frequent speaker on various estate planning topics, regularly presenting educational seminars for public and private groups.
Charles earned a Bachelor of Science degree in finance from Auburn University and a Doctor of Law degree from the Emory University.
Outside of work, Charles is devoted to family and serving his community. In 2014, he and his wife Lane established a charitable foundation to provide financial support to individuals and organizations who are furthering the kingdom work. Charles also enjoys horseback riding, wildlife conservation, hunting, fishing, scuba diving, and skeet shooting.
Education
- Doctor of Law degree from the Emory University
- Bachelor of Science degree in finance from Auburn University
Industry Involvement
- American Academy of Estate Planning Attorneys (AAEPA)
- National Academy of Elder Law Attorneys
- Certified Elder Law Attorney
Awards & Recognition
- NAPA Top DC Advisor Teams | 2021 and 2022 (CAPTRUST Stockbridge)
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.