SourcingSourcing

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

C40
CRD 149124·SEC 801-69846·RALEIGH, NC
AUM
$2.39B
$1B+
Est. Revenue
$23.9M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD
149124
SEC file #
801-69846
EIN
263844257
DBA names
—

Economics

AUM
$2.39B
AUM band
$1B+
AUM trajectory
'20'26
$639.1M → $2.39B▲ +275%
Client mix
Individuals Other5,406
Individuals High Net Worth766
Corporations48
Pension Profit Sharing Plans41
Charitable Organizations15

Operations

Employees (total)
91
Advisory staff (per ADV)
87
Advisory staff (5-yr trend)
'20'26
60 advisors → 87 advisors▲ +45%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
capital-invest.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
R. BRYANT FAMILY PARTNERS, LTD
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
R. BRYANT FAMILY PARTNERS, LTD
BRYANT, RICHARD, KING
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAPITAL-INVEST.COM
Rdap Domain Creation Date
1996-06-27T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001659203
Edgar Registered
Yes
Edgar Filing Count
42
Edgar First Filing Date
2017-02-06
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
40
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001398344-26-008261

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
47
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Edgar Addresses
Mailing
P.O. BOX 32249RALEIGH, NC 27622
Business
100 E. SIX FORKS RD., SUITE 200RALEIGH, NC 27609
Edgar EIN
263844257
Edgar Recent Filings
13F-HR2026-05-05 · 0001398344-26-008261
13F-HR2026-01-21 · 0001398344-26-000986
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-06-26T04:00:00Z
Rdap Domain Last Changed
2019-11-07T00:33:40Z
Rdap Nameservers
Ns97.worldnic.comNs98.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (51)

51
KING, RONALD, LEE
IAR · Executive Officer · 2.5%
2530489
RICHARD KING BRYANT
Executive Officer · 2.5%
1069685
MURRAY ODOM DUGGINS
IAR
4271519
RICHARD LEE FIELDS
IAR
2009421
DELORES LOMAX THOMSEN
IAR
1081628
ARCH RONALD DECASTRIQUE
IAR
844082
RANDOLPH MCCRAVEN NASH
IAR
811156
DRESSLER, KURT, ALAN
IAR
2381036
DANNY LYNN BICKERSTAFF
IAR
8097376
CHOTSIE SKINNER BICKERSTAFF
IAR
8097835
JOHN THERON THORNE
IAR
446350
EDDINS, WILLIAM, HAROLD
IAR
1724993
WELTON CORTEZ SMITH
IAR
1610459
RICHARD JORDAN FIELDS
IAR
6772883
MARVIN DUNCAN MUSSELWHITE
IAR
7299932
WANDA NEWTON COOPER
IAR
2392839
JEFFERY ALAN BRYSON
IAR
6163166
PAUL EDGERTON CRANFILL
IAR
4749746
JOHN MCCRARY PARROTT
IAR
1413757
DANIEL RIDDLE SHIVE
IAR
5764165
RONALD TODD HARDEN
IAR
1528810
BENJAMIN TIMOTHY BROOKS
IAR
2206321
MICHAEL FRANCIS PEARL
IAR
1309595
CHARLES BELL UPSHAW
IAR
712077
LEN BROUGHTON GRADDY
IAR
226872
CARLTON WILLIAM BLANTON
IAR
4030156
SUSAN SMITH WHITFIELD
IAR
4803657
ERIK EDWARD BABOCSI
IAR
2957828
MARK WALTER MAURER
IAR
2897315
CHARLES EDWARD FORGASON
IAR
1250516
WAYNE SPENCER HILL
IAR
1692976
CRAIG MURCHISON MCDANIEL
IAR
6010161
MATTHEW DUNLAP VAUGHAN
IAR
4734008
LAWRENCE ZAVADOFF
IAR
2539140
MATTHEW CRAIG WEST
IAR
6800252
DONALD BENTON PARROTT
IAR
2456508
JOHN MATTHEW PALKO
IAR
2991951
STEVEN BENNETT HARRELL
IAR
4500232
RICHARD WAYNE GARDNER
IAR
2813612
ROY TERRY BASS
IAR
1424167
RICHARD BRINKLEY KEETER
IAR
2457447
JAMES ANDREW MOTHORPE
IAR
2786182
DEVRIN KEITH AVANT
IAR
1659398
MICHELLE D ONORIO
IAR
4410693
CRAIG MURCHISON MCDANIEL
IAR
1087979
STEPHEN EDSON BUSH
IAR
1898917
FRANK HODGIN SHIELDS
IAR
1027211
AMELIA KATHLEEN SENECAL
IAR
6062384
RACHEL HANNAH BASS
IAR
7501116
SCOTT ANTHONY BASS
IAR
4294488
TALBERT LAMAR EDENFIELD
IAR
2728646