Overview
Assets Under Management: $1.9 billion
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 629
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL INVESTMENT ADVISORY SERVICES, LLC 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 #149124), CAPITAL INVESTMENT ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC is headquartered in RALEIGH, NC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC serves 629 high-net-worth clients according to their SEC filing dated June 24, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL INVESTMENT ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPITAL INVESTMENT ADVISORY SERVICES, LLC manages $1.9 billion in client assets according to their SEC filing dated June 24, 2025.
According to their SEC Form ADV, CAPITAL INVESTMENT ADVISORY SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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