Capital Investment Advisory Services, LLC
Capital Investment Advisory Services, LLC (CRD# 149124) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,965,083,259 in 8,913 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management1,965MILLION
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Total Number of Accounts8,913ACCOUNTS
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Average Account Value$220,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Laguna Beach, CA and has over 15 years of experience in the finance industry.
Mark Maurer (CRD# 2897315) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Tampa, FL and has over 18 years of experience in the finance industry.
Craig McDaniel (CRD# 1087979) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 41 years of experience in the finance industry.
Craig McDaniel (CRD# 6010161) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Columbia, SC and has over 10 years of experience in the finance industry.
Dante McDowell (CRD# 4450915) 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.
Kemp Mebane (CRD# 5844852) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
Edward Monaghan (CRD# 2890309) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Wilson, NC and has over 26 years of experience in the finance industry.
William Moore (CRD# 4601018) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 21 years of experience in the finance industry.
James Mothorpe (CRD# 2786182) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Peachtree City, GA and has over 27 years of experience in the finance industry.
Randolph Nash (CRD# 811156) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 41 years of experience in the finance industry.