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 $1,842,974,741 assets under management, offering retirement planning & investment advisory services to 9990 clients. The firm is staffed with 116 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149124
SEC#	801-69846
Assets Managed by Firm	$1,842,974,741
No. of Clients	9990
No. of Advisors	116

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9990	$1,842,974,741
Individuals (other than high net worth individuals)	6150	$888,386,166
High net worth individuals	446	$740,234,648
Pension and profit sharing plans	83	$158,270,121
Charitable organizations	12	$10,461,118
Corporations or other businesses	48	$45,399,468

More Retirement Planning firms in Raleigh, North Carolina:

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CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$714,587,898,072	76254	1338
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$367,167,074,976	4060	932
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$273,040,118,322	333	1029
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$235,232,798,890	7030	418
STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209	$62,841,626,948	3390	180

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