Capital Investment Advisory Services LLC

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CAFR Data
Capital Investment Advisory Services LLC
CRD #149124
SEC #801-69846
CIK #
AUM $639.1 MM (95% Disc, 100% US)
Employees105 (57% Investors, 100% Brokers)
Phone919-831-2370
Address100 E Six Forks Road
Raleigh, NC 27609
Source [IAPD] [Website]
Total AUM ($MM)
64051238425612802007201120152020
Sector Holding Cap ($MM) Value ($MM)
BIL19.4
MTUM11.4
IEF7.2
VTI6.8
SDS5.8
BAB5.1
EFA4.5
MINT4.4
GOVT4.0
QUAL3.9
View All
Holdings by Sector ($)
0.30.20.20.10.10.02017201820192020
Related Firms State AUM ($BB)
Capital Investment Advisory Services LLC
NC 0.6
Capital Investment Counsel Inc
NC 0.3
Comparable Firms State AUM ($BB)
Willingdon Wealth Management LLC
NC 0.6
The Mutual Fund Store-St Louis LLC
KS 0.6
Old Port Advisors Inc
ME 0.6
Trutina Financial LLC
WA 0.6
Payne Capital Management LLC
NY 0.6
The Wharton Advisory Group LLC
PA 0.6
Rathbone Warwick Investment Management LLC
ID 0.6
WBH Advisory Inc
MD 0.6
Madden Securities Corporation
TX 0.6
Triune Financial Partners LLC
KS 0.6
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