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Building 2CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Map pinRALEIGH, NC
Phone919-831-2370
NotebookSEC #801-69846
Total AUM
$2.4B
Employees
91
Clients
6,276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC 27609
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
919-831-2370
Other Offices
39

ReceiptFinancials

Total AUM
$2.4B
Accounts
9,862
Discretionary
$2.4B
Accounts
9,836
Non-Discretionary
$8.4M
Accounts
26

ContactClients

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Individual Clients
5,406
AUM
$971.7M
HNW Individual Clients
766
AUM
$1.3B
Pension/Profit Sharing Plan Clients
41
AUM
$28M
Charitable Organization Clients
15
AUM
$21.9M
Corporation or Business Clients
48
AUM
$38.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)
State Registrations
ALARAZCACOCTDCFLGAIAILINKYLAMAMDMEMIMNMOMSNCNENHNJNMNYOHOKORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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