Overview
Assets Under Management: $504 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 35
Average Client Assets: $1 million
Frequently Asked Questions
CAPITAL ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118442), CAPITAL ADVISERS, INC. is subject to fiduciary duty under federal law.
CAPITAL ADVISERS, INC. is headquartered in RALEIGH, NC.
CAPITAL ADVISERS, INC. serves 35 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL ADVISERS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPITAL ADVISERS, INC. manages $504 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CAPITAL ADVISERS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.93
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,451
Discretionary Accounts: 1,451
Regulatory Filings
CRD Number: 118442
Filing ID: 1973341
Last Filing Date: 2025-03-31 11:29:00
Website: https://capitaladvisersinc.com