Charles Caravati
Brockenbrough · Richmond, Virginia
Charles Caravati is a fee-only financial advisor at Brockenbrough in Richmond, Virginia, who holds the CFA credential. Charles focuses on estate & legacy planning, tax planning and family wealth transfer. Brockenbrough reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Charles →
Specialties
Facts
| Firm | Brockenbrough |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $5.49B across 568 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 1888374 |
| Exams passed | Series 63 (1989) · Series 65 (1993) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | thebespokestrategies.com |
How Charles's firm compares
- Brockenbrough's average account is about $9.7 million, from its Form ADV (assets managed divided by 568 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Caravati a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Brockenbrough reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Charles Caravati based?
Charles Caravati is based in Richmond, Virginia.
What does Charles specialize in?
Charles's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Charles Caravati hold?
Charles Caravati holds the CFA credential.
Is Charles Caravati registered with the SEC?
Yes. Charles Caravati is registered as an investment adviser representative in VA (CRD 1888374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brockenbrough manage?
Brockenbrough reports $5.49B across 568 accounts in assets under management.
How do I contact Charles Caravati?
Through Charles's website, thebespokestrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brockenbrough website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.