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

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