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| Capital Investment Counsel LLC
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|---|---|
| CRD # | 328472 |
| SEC # | 801-128941 |
| CIK # | 0001418421, 0001289811, 0002033609, 0001114928 |
| AUM | $1.4 B (2026-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 303-381-0200 |
| Address | 600 Grant St Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001418421 0001289811 0002033609 0001114928 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Caterpillar Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Deere & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Lamar Advertising Co/New | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 63.3 |
| (b) Individuals (high net worth individuals) | 317 | 1,189.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 93.9 |
| (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 | 0 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,408 | 1,351.8 |
| By Discretionary | ||
| Discretionary | 1,395 | 1,345.9 |
| Non-Discretionary | 13 | 5.9 |
| Total | 1,408 | 1,351.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,351.8 | |
| Total | 1,408 | 1,351.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001114928] | |
| 13F-NT | [0001289811] | |
| 13F-HR | [0001418421] | |
| 13F-HR | [0002033609] |
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|---|---|---|
|
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|
CA | 1.4 |
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Sgroi Wealth Advisory Group LLC
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Moisand Fitzgerald Tamayo LLC
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FL | 1.4 |
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MSH Capital Advisors LLC
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AZ | 1.3 |
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Cohalo Advisory LLC
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1.3 | |
|
Hill Investment Group Partners LLC
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MO | 1.3 |