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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Crg

Charles W. Tate

CRD 1524453 · Houston, TX

At a glance

Charles W. Tate is an investment adviser representative with Crg in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2015, about 11 years ago.

Current advisory firm

  • CrgSince June 2015Houston, TX · $2.2B in regulatory assets

SEC adviser record

Registered since
2015 (11 years)
Designations
None on file
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Charles’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.