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Capital Investment Advisory Services

Company Profile

Company profile

Website

www.capital-invest.com

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

263844257

SEC advisor number

801-69846

FINRA CRD number

149124

AUM ?

$1.84 bn (as of 6 Jun 23)

Accounts

9,990 (as of 6 Jun 23)

Employees

116 (78 investment advisory or research)

Address

Capital Investment Advisory Services
100 E. SIX FORKS RD., SUITE 200
RALEIGH
NC 27609

Office hours

Monday - Friday, 9:00 AM TO 5:00 PM

Phone

919-831-2370

Brochures

Cias Adv Part 2A - 2023-03 (6 Jun 23)

Ownership

Owner	Title	From	%Ownership
Bryant, Richard, King	President and Treasurer	03/2014	< 5%
King, Ronald, Lee	Chief Compliance Officer	11/2008	< 5%
R. Bryant Family Partners, LTD	Owner	03/2014	> 75%
R.B.S.B. Family Trust	Owner In R. Bryant Family Partners, LTD	12/1996	> 75%
Bryant, Richard, King	Partner of R. Bryant Family Partners, LTD.	12/1996
Sadler, Susanne	Trustee of R.B.S.B. Family Trust	03/2014

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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