Capital Investment Advisory Services, LLC

Capital Investment Advisory Services, LLC (CRD# 149124) is a financial advisory firm headquartered in Raleigh, NC. They manage $976,720,218 in 5,205 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    977
    MILLION
  • Total Number of Accounts
    5,205
    ACCOUNTS
  • Average Account Value
    $187,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

AL, CA, CO, DC, FL, GA, IL, KY, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Capital Investment Advisory Services, LLC
Showing 1 - 10 of 113 top financial advisors.
1
Devrin K. Avant
CRD#: 1659398
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Devrin Avant (CRD# 1659398) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 33 years of experience in the finance industry.

2
Erik E. Babocsi
CRD#: 2957828
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Erik Babocsi (CRD# 2957828) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 22 years of experience in the finance industry. Erik Babocsi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Roy T. Bass
CRD#: 1424167
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Roy Bass (CRD# 1424167) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 34 years of experience in the finance industry. Roy Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott A. Bass
CRD#: 4294488
5877 Hwy 21 South, Suite B, Rincon, GA 31326

Scott Bass (CRD# 4294488) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has over 19 years of experience in the finance industry. Scott Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Carlton W. Blanton
CRD#: 4030156
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Carlton Blanton (CRD# 4030156) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 20 years of experience in the finance industry. Carlton Blanton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Benjamin T. Brooks
CRD#: 2206321
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Benjamin Brooks (CRD# 2206321) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 28 years of experience in the finance industry.

7
Marianne K. Brouillette
CRD#: 5146282
806 E 67th Street, Suite B, Savannah, GA 31405

Marianne Brouillette (CRD# 5146282) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Savannah, GA and has over 14 years of experience in the finance industry.

8
Jeffery A. Bryson
CRD#: 6163166
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Jeffery Bryson (CRD# 6163166) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 7 years of experience in the finance industry.

9
Allen R. Burton
CRD#: 4639107
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Allen Burton (CRD# 4639107) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 17 years of experience in the finance industry. Allen Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Stephen E. Bush
CRD#: 1898917
8536 Foxbridge Drive, Weddington, NC 28104

Stephen Bush (CRD# 1898917) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Weddington, NC and has over 31 years of experience in the finance industry.

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