|
⚲
|
| Keyboard |
| Capital Investment Counsel Inc
✚
|
|
|---|---|
| CRD # | 104591 |
| SEC # | 801-20824 |
| CIK # | 0001418421, 0001289811, 0002033609, 0001114928 |
| AUM | 1.0 B (2026-04-29) |
| Employees | 11 (36% Investors, 45% Brokers) |
| Phone | 919-831-2370 |
| Address | 100 E Six Forks Road, Ste 200 Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Caterpillar Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Deere & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 764 | 0.1 |
| (b) Individuals (high net worth individuals) | 457 | 0.8 |
| (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 | 16 | 0.1 |
| (h) Charitable organizations | 1 | 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 | 33 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,271 | 1.0 |
| By Discretionary | ||
| Discretionary | 1,271 | 1.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,271 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.0 | |
| Total | 1,271 | 1.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001114928] | |
| 13F-NT | [0001289811] | |
| 13F-HR | [0001418421] | |
| 13F-HR | [0002033609] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.9B |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Capital Investment Advisory Services LLC
✚
|
NC | 2.4 B |
|
Capital Investment Counsel Inc
✚
|
NC | 1.0 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southern Financial Group LLC
✚
|
AL | 1.1 B |
|
RPG Investment Advisory LLC
✚
|
CA | 1.0 B |
|
Sterling Investment Counsel LLC
✚
|
NY | 1.0 B |
|
Banyan Tree Asset Management LLC
✚
|
CA | 1.0 B |
|
Vestwell Advisors LLC
✚
|
NY | 1.0 B |
|
Cardinal Capital Management Inc
✚
|
NC | 1.0 B |
|
Pettyjohn Wood & White Inc
✚
|
VA | 1.0 B |
|
Greatmark Investment Partners Inc
✚
|
GA | 1.0 B |
|
Sachetta LLC
✚
|
MA | 1.0 B |
|
Cohen Capital Management Inc
✚
|
CA | 1.0 B |