Overview
Assets Under Management: $1.9 billion
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 629
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 629
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 8,619
Discretionary Accounts: 8,578
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 149124
Filing ID: 1999764
Last Filing Date: 2025-06-24 16:19:00
Website: https://capital-invest.com