100 E. Six Forks Road, Ste. 200
Raleigh, North Carolina 27609
Tel: 919-831-2370
CAPITAL INVESTMENT COUNSEL INC, formally registered with the SEC as CAPITAL INVESTMENT COUNSEL INC. The firm was established in 03/20/1984. They have over 1 offices throughout the country.
CAPITAL INVESTMENT COUNSEL INC is a Raleigh, North Carolina based Financial Planning firm with nearly $691,452,923 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104591 |
SEC# | 801-20824 |
Assets Managed by Firm | $691,452,923 |
No. of Clients | 1077 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1077 | $691,452,923 |
Individuals (other than high net worth individuals) | 642 | $107,438,353 |
High net worth individuals | 402 | $526,422,613 |
Pension and profit sharing plans | 13 | $32,035,182 |
Corporations or other businesses | 20 | $25,556,775 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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