Supreme Alliance
47yrs
Top advisor by experience in Charlotte
2yrs
John Carrick
Financial advisor at Captrust
Based in Charlotte, North Carolina, John Carrick is a fiduciary financial advisor with 2 years of industry experience. John has been with Captrust since 2026. Captrust offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office4201 Congress Street, Suite 160, Charlotte, NC 28209
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowCaptrustCurrent firm
Contact John
4201 Congress Street, Suite 160Charlotte, NC 28209Office · Get directions Firm main line(919) 870-6822Headquarters: Captrust · Raleigh, NC Firm websitewww.captrust.com
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About John
How do I contact John?
Call Captrust at (919) 870-6822 and ask for John Carrick. John works from the Charlotte, NC office.
How long has John been a financial advisor?
John has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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