RIA Intel›Advisers›North Carolina›CREDIT UNION INVESTMENT SERVICES, INC.

CREDIT UNION INVESTMENT SERVICES, INC.

Advisory

RALEIGH, NC

Data as of May 18, 2026 · Source: SEC Form ADV

Average account

$111K

across 1 accounts

AUM per adviser

$430

258 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$111K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

258

Assets Under Management

Total AUM$111K

Discretionary AUM$0

Non-Discretionary AUM$111K

Discretionary %0%

Total Clients—

Team

Total Employees258

Investment Advisers258

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndJune

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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SPRINGBOARD FINANCIAL SERVICES LLC

$200K

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