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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Investment Advisory Services LLC
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| CRD # | 149124 |
| SEC # | 801-69846 |
| CIK # | 0001659203 |
| AUM | $1.9 B (2025-06-24) |
| Employees | 106 (72% Investors, 96% Brokers) |
| Phone | 919-831-2370 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 42.3 | |
| Apple Inc | 30.8 | |
| Amazon Com Inc | 22.4 | |
| Microsoft Corp | 17.1 | |
| Alphabet Inc | 14.1 | |
| Broadcom Inc | 12.5 | |
| Facebook Inc | 10.6 | |
| Duke Energy Corp | 9.3 | |
| AbbVie Inc | 9.1 | |
| SPDR Gold Trust | 8.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,957 | 834.0 |
| (b) Individuals (high net worth individuals) | 629 | 1,024.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 27.9 |
| (h) Charitable organizations | 11 | 15.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 28.7 |
| (n) Other | 0 | 0.0 |
| Total | 8,619 | 1,930.9 |
| By Discretionary | ||
| Discretionary | 8,578 | 1,920.4 |
| Non-Discretionary | 41 | 10.6 |
| Total | 8,619 | 1,930.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,930.9 | |
| Total | 8,619 | 1,930.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659203] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Advisory Services LLC
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|
NC | 1.9 |
|
Capital Investment Counsel Inc
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|
NC | 0.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigma Investment Counselors Inc
✚
|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.9 |
|
Wealthquest Corporation
✚
|
OH | 1.9 |
|
Newsquare Capital LLC
✚
|
PA | 1.9 |
|
Arbion Limited
✚
|
1.9 | |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.9 |
|
Nadler Financial Group Inc
✚
|
IL | 1.9 |
|
Earned Wealth Advisors LLC
✚
|
CA | 1.9 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.9 |
|
Moneco Advisors LLC
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|
CT | 1.9 |