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RIA / WealthAdvisorCertified Financial Planner25 years in industry

Charles Martin Crouch

Advisor at CMC WEALTH MANAGEMENT, LLC

Lexington, SC

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Search this name across graphsid dfx:ria:2da68237-a533-7ef5-f1ef-a1cc5d403ff9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 2, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CMC WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 1, 2001
First registration: Sep 2, 2009
Dual registered: no
Other names: CHUCK CROUCH|CHARLES MARTIN CROUCH|CHARLES MARTIN CROUCH
IAPD individual key: 4348818

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CMC WEALTH MANAGEMENT, LLC	State registered	Mar 5, 2020	n/a	yes	Lexington, SC\|Lexington, SC	Current employment
CI DOYLE PRIVATE WEALTH, LLC	Former SEC adviser	Jun 9, 2017	Oct 23, 2019	no	Lexington, SC\|ST. PETERSBURG, FL	Previous registration
CATALYST ASSET ADVISORS, LLC	n/a	Apr 15, 2013	Mar 31, 2014	no	LEXINGTON, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 3, 2010	Apr 15, 2011	no	LEXINGTON, SC	Previous registration
DIRECTED SERVICES LLC	Former SEC adviser	Sep 2, 2009	Nov 13, 2009	no	WEST CHESTER, PA\|WEST CHESTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CI DOYLE PRIVATE WEALTH, LLC	CMC WEALTH MANAGEMENT, LLC	Oct 23, 2019	Mar 5, 2020	134	Firm change	RIA to state RIA
CATALYST ASSET ADVISORS, LLC	CI DOYLE PRIVATE WEALTH, LLC	Mar 31, 2014	Jun 9, 2017	1,166	Firm change after gap	Other
WELLS FARGO ADVISORS	CATALYST ASSET ADVISORS, LLC	Apr 15, 2011	Apr 15, 2013	731	Firm change after gap	Other
DIRECTED SERVICES LLC	WELLS FARGO ADVISORS	Nov 13, 2009	Mar 3, 2010	110	Firm change	Other

Relationships

Registered with (5)

→ CMC WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 5, 2020 to presentfactForm ADV
→ CI DOYLE PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Jun 9, 2017 to Oct 23, 2019factForm ADV
→ CATALYST ASSET ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 15, 2013 to Mar 31, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 3, 2010 to Apr 15, 2011factForm ADV
→ DIRECTED SERVICES LLCRegistered adviserregistration: previous registration
Sep 2, 2009 to Nov 13, 2009factForm ADV

Dated events

No dated event names this entity yet.