Capital Advisers, Inc.

Capital Advisers, Inc. (CRD# 118442) is a financial advisory firm headquartered in Raleigh, NC. They manage $218,402,180 in 897 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $243,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, VA

Financial Advisors at Capital Advisers, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Roland S. Jones
CRD#: 732011
21 Glenwood Avenue, Suite 107, Raleigh, NC 27603
93
Wealthminder
score

Roland Jones (CRD# 732011) is an Investment Advisor Representative working at Capital Advisers, Inc. in Raleigh, NC and has over 30 years of experience in the finance industry.

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