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CAPITAL INVESTMENT COUNSEL INC
CRD 104591 · SEC 801-20824
100 E. SIX FORKS ROAD, STE. 200, RALEIGH, NC, 27609, United States
Phone
919-831-2370
Fax
919-832-7928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.02B
Team
11 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 764 | $122.4M |
| High net worth individuals | 457 | $791.0M |
| Pension/profit sharing plans | 16 | $58.1M |
| Charitable organizations | 1 | $414K |
| Corporations/business entities | 33 | $51.5M |
States served
CA, GA, IL, MA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD