Capital Investment Advisory Services, LLC

Overview

Capital Investment Advisory Services, LLC is an SEC registered investment adviser based in Raleigh, NC, registered since 2009. It reports $2.4B in assets under management across 9,862 accounts, with 91 employees. It has 100 investment adviser representatives.

Reported AUM

$2.4B

Discretionary

100%

Accounts

9,862

Average account

$243K

Employees

91

Advisory reps

100

Registered since

2009

Jurisdictions

39

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Richard King Bryant President, Treasurer CRD 1069685
• Ronald Lee King Chief Compliance Officer CRD 2530489

Advisory reps 3 of 100

• Devrin K Avant Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1659398
• Erik Edward Babocsi Investment Adviser Rep CRD 2957828
• Rachel Hannah Bass Registered Rep · Investment Adviser Rep CRD 7501116

97 more advisory reps, with emails, phones and branch locations

Location

Headquarters

100 E Six Forks Rd Ste 200
Raleigh, NC 27609

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: capital-invest.com

Every state, with registration dates

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