Capital Investment Advisory Services, LLC

Assets Under Management

$1.9B

Number of Clients

5,673

Number of Advisors

106

Average Client AUM

$340K

AUM per Advisor

$18.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Capital Investment Advisory Services, LLC (CIAS) offers portfolio management through separately managed accounts, third-party asset management programs, and sub-advised accounts. They also provide financial planning services covering various areas like retirement, college funding, and tax planning. CIAS tailors services to individual client objectives.

Fee Structure

Minimum Annual Fee:$500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

106 Advisors at this firm

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