RIA Intel›Advisers›North Carolina›CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Advisory

N·RALEIGH, NC

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
-1.7%
3-Year CAGR
+2.7%
Employees
87
Assets Under Management
Total AUM$2.4B
Discretionary AUM$2.4B
Non-Discretionary AUM$8M
Discretionary %99.7%
Total Clients5,673
Team
Total Employees87
Investment Advisers91
Employee Growth (1Y)-9.0%
Filing History
Total Filings on Record55
First FilingDec 17, 2008
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 55 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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