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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Advisers Inc
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|---|---|
| CRD # | 118442 |
| SEC # | 801-63487 |
| CIK # | |
| AUM | $503.5 M (2025-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 919-865-1930 |
| Address | 100 East Six Forks Road, Suite 250 Raleigh, NC 27609 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 510 | 345.5 |
| (b) Individuals (high net worth individuals) | 35 | 50.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 60.0 |
| (h) Charitable organizations | 20 | 30.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,451 | 503.5 |
| By Discretionary | ||
| Discretionary | 1,451 | 503.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,451 | 503.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 503.5 | |
| Total | 1,451 | 503.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
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|
VA | 0.5 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.5 |
|
BNA Wealth Inc
✚
|
SC | 0.5 |
|
Paulson Wealth Management Inc
✚
|
FL | 0.5 |
|
HT Partners LLC
✚
|
CT | 0.5 |
|
Keel Capital AB
✚
|
0.5 | |
|
Morganrosel Wealth Management LLC
✚
|
CO | 0.5 |
|
Three Arch Wealth Management LLC
✚
|
CA | 0.5 |
|
Westchester Capital Management Inc
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|
NE | 0.5 |
|
Giverny Capital Asset Management LLC
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|
NY | 0.5 |