Lyle Mutter is a wealth management financial advisor based in Charlotte, North Carolina.

As a dedicated financial advisor and relationship manager, Lyle specializes in providing comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.

With a robust background in finance and a commitment to client success, Lyle offers personalized financial strategies designed to achieve optimal performance and alignment with clients’ financial goals.

He was welcomed to the firm in early 2025, when Carolinas Investment Consulting became CAPTRUST.

He holds a Bachelor of Science in finance with a concentration in financial planning from Virginia Tech’s board-certified CFP® certification program. His academic foundation equipped him with in-depth knowledge and skills crucial for effective financial planning and wealth management.

His previous roles include serving as a portfolio manager at Adhesion Wealth, where he was responsible for executing and managing trades across diverse asset classes. His strategic approach ensured that clients’ portfolios were consistently optimized for performance and aligned with their unique goals.

Before Adhesion Wealth, Lyle worked for a boutique firm in Davidson, North Carolina, where he provided holistic financial planning and assisted in tax preparation for over 150 high-net-worth clients annually. His comprehensive approach to financial planning has proven invaluable in helping clients navigate complex financial landscapes.

Originally from Grundy, Virginia, Lyle now resides in the Madison Park neighborhood of Charlotte with his wife, Alexa. Outside of the office, Lyle is an avid golfer and enjoys being active, often found working out at the Harris Express YMCA. As a passionate supporter of local sports, he is a Charlotte FC season ticket holder and actively involved with the Charlotte Hokies alumni association.