CAPITAL INVESTMENT ADVISORY SERVICES, LLC

100 E. Six Forks Road
Suite 200
Raleigh, North Carolina 27609
Tel: 919-831-2370

About CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT ADVISORY SERVICES, LLC, formally registered with the SEC as CAPITAL INVESTMENT ADVISORY SERVICES, LLC. The firm was established in 01/05/2009. They have over 40 offices throughout the country.

CAPITAL INVESTMENT ADVISORY SERVICES, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $1,965,083,259 assets under management, offering retirement planning & investment advisory services to 8913 clients. The firm is staffed with 106 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149124
SEC#	801-69846
Assets Managed by Firm	$1,965,083,259
No. of Clients	8913
No. of Advisors	106

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
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	8913	$1,965,083,259
Individuals (other than high net worth individuals)	8004	$1,077,493,825
High net worth individuals	712	$712,357,761
Pension and profit sharing plans	113	$116,615,599
Charitable organizations	16	$15,139,909
Corporations or other businesses	68	$43,476,165

More Retirement Planning firms in Raleigh, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
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ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

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