Overview
Assets Under Management: $504 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 2
Average Client Assets: $173 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.62
Average High-Net-Worth Client Assets: $173 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