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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Investment Counsel Inc
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| CRD # | 104591 |
| SEC # | 801-20824 |
| CIK # | 0001418421, 0001114928, 0002033609, 0001289811 |
| AUM | $889.4 M (2025-04-30) |
| Employees | 10 (40% Investors, 40% Brokers) |
| Phone | 919-831-2370 |
| Address | 100 E Six Forks Road, Ste 200 Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| VISA Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Idexx Laboratories Inc /DE | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Arista Networks Inc | 0.2 | ||
| CME Group Inc | 0.2 | ||
| Automatic Data Processing Inc | 0.2 | ||
| Mettler Toledo International INC/ | 0.2 | ||
| Home Depot Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 719 | 0.1 |
| (b) Individuals (high net worth individuals) | 467 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,231 | 0.9 |
| By Discretionary | ||
| Discretionary | 1,231 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,231 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 1,231 | 0.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001114928] | |
| 13F-NT | [0001289811] | |
| 13F-HR | [0001418421] | |
| 13F-HR | [0002033609] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Advisory Services LLC
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|
NC | 1.9 |
|
Capital Investment Counsel Inc
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|
NC | 0.9 |
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|---|---|---|
|
Strategic Investment Solutions Inc
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IL | 0.9 |
|
Legacy Edge Advisors LLC
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NY | 0.9 |
|
American Financial Advisors LLC
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GA | 0.9 |
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Tobias Financial Advisors Inc
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FL | 0.9 |
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Giraffes Inc
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MS | 0.9 |
|
Sachetta LLC
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MA | 0.9 |
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Lugano Financial Advisors Sa
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0.9 | |
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Maryland Financial Group Inc
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0.9 | |
|
The Pacific Center for Financial Services
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|
CA | 0.9 |
|
Altiora Financial Group LLC
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0.9 |