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CAPITAL ADVISERS, INC.
100 East Six Forks Road, Suite 250
Raleigh, North Carolina 27609
Tel: 919-865-1930
About CAPITAL ADVISERS, INC.
CAPITAL ADVISERS, INC, formally registered with the SEC as CAPITAL ADVISERS, INC. The firm was established in 09/03/2004. They have over 1 offices throughout the country.
CAPITAL ADVISERS, INC. is a Raleigh, North Carolina based Financial Planning firm with nearly $560,000,000 assets under management, offering retirement planning & investment advisory services to 1200 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118442 |
| SEC# | 801-63487 |
| Assets Managed by Firm | $560,000,000 |
| No. of Clients | 1200 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1200 | $560,000,000 |
| Individuals (other than high net worth individuals) | 510 | $270,000,000 |
| High net worth individuals | 30 | $40,000,000 |
| Pension and profit sharing plans | 84 | $50,000,000 |
| Charitable organizations | 19 | $45,000,000 |
| Other investment advisers | 1 | $140,000,000 |
| Corporations or other businesses | 5 | $15,000,000 |
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