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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

CHARLES KEITHLEY WARD

Advisor at BURKE WEALTH MANAGEMENT, LLC

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5d0c01b-19c2-8c09-170d-071cb6c53fbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 24, 2016 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Charles Keithley Ward

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: BURKE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
First registration: Mar 24, 2016
Dual registered: no
Other names: CHARLEY WARD|CHARLEY KEITHLEY WARD
IAPD individual key: 4632946

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
BURKE WEALTH MANAGEMENT, LLC	Independent wealth	Dec 1, 2020	n/a	yes	HOUSTON, TX	Current employment
DOLIVER ADVISORS, L.P.	Independent wealth	Mar 24, 2016	Dec 1, 2020	no	HOUSTON, TX	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
DOLIVER ADVISORS, L.P.	BURKE WEALTH MANAGEMENT, LLC	Dec 1, 2020	Dec 1, 2020	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ BURKE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 1, 2020 to presentfactForm ADV
→ DOLIVER ADVISORS, L.P.Registered adviserregistration: previous registration
Mar 24, 2016 to Dec 1, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5d0c01b-19c2-8c09-170d-071cb6c53fbf
First observed: Mar 24, 2016
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHARLES KEITHLEY WARD

Advisor at BURKE WEALTH MANAGEMENT, LLC

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5d0c01b-19c2-8c09-170d-071cb6c53fbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BURKE WEALTH MANAGEMENT, LLC

Independent wealth

Dec 1, 2020

n/a

yes

HOUSTON, TX

Current employment

DOLIVER ADVISORS, L.P.

Independent wealth

Mar 24, 2016

Dec 1, 2020

HOUSTON, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

DOLIVER ADVISORS, L.P.

BURKE WEALTH MANAGEMENT, LLC

Dec 1, 2020

Firm change

RIA to RIA