Overview
Assets Under Management: $1.2 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 194
Average Client Assets: $5 million
Frequently Asked Questions
CAPITAL INVESTMENT COUNSEL, 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 #328472), CAPITAL INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
CAPITAL INVESTMENT COUNSEL, LLC is headquartered in DENVER, CO.
CAPITAL INVESTMENT COUNSEL, LLC serves 194 high-net-worth clients according to their SEC filing dated August 14, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CAPITAL INVESTMENT COUNSEL, LLC manages $1.2 billion in client assets according to their SEC filing dated August 14, 2025.
According to their SEC Form ADV, CAPITAL INVESTMENT COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.77
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,156
Discretionary Accounts: 1,141
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 328472
Filing ID: 2008211
Last Filing Date: 2025-08-14 15:30:00
Website: https://cicwealthadvisors.com