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| Capital Investment Advisory Services LLC
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|---|---|
| CRD # | 149124 |
| SEC # | 801-69846 |
| CIK # | 0001659203 |
| AUM | $2.4 B (2026-03-12) |
| Employees | 91 (96% Investors, 88% Brokers) |
| Phone | 919-831-2370 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 47.8 | |
| Apple Inc | 31.9 | |
| Amazon Com Inc | 23.5 | |
| Alphabet Inc | 21.0 | |
| Microsoft Corp | 15.6 | |
| Broadcom Inc | 13.6 | |
| SPDR Gold Trust | 11.3 | |
| Duke Energy Corp | 11.1 | |
| AbbVie Inc | 10.1 | |
| Facebook Inc | 9.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,406 | 1.0 |
| (b) Individuals (high net worth individuals) | 766 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,862 | 2.4 |
| By Discretionary | ||
| Discretionary | 9,836 | 2.4 |
| Non-Discretionary | 26 | 0.0 |
| Total | 9,862 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 9,862 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001659203] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Advisory Services LLC
✚
|
NC | 2.4 |
|
Capital Investment Counsel Inc
✚
|
NC | 1.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonebridge Financial Group LLC
✚
|
MO | 2.4 |
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 2.4 |
|
Washington Trust Advisors Inc
✚
|
MA | 2.4 |
|
Newsquare Capital LLC
✚
|
PA | 2.4 |
|
DDD Partners LLC
✚
|
WA | 2.4 |
|
GF International Investment Management Limited
✚
|
2.4 | |
|
Ratson Advisory LLC
✚
|
NY | 2.4 |
|
Swan Global Investments LLC
✚
|
CO | 2.4 |
|
Parsons Capital Management Inc
✚
|
RI | 2.4 |
|
Castle Rock Advisors LLC
✚
|
MA | 2.4 |