← Back to searchVisit website
CAPITAL ADVISERS, INC.
CRD 118442 · SEC 801-63487
100 EAST SIX FORKS ROAD, SUITE 250, RALEIGH, NC, 27609, United States
Phone
919-865-1930
Fax
919-863-2391
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$620.0M
Discretionary AUM
$620.0M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 550 | $370.0M |
| High net worth individuals | 60 | $100.0M |
| Pension/profit sharing plans | 85 | $65.0M |
| Charitable organizations | 22 | $55.0M |
| Corporations/business entities | 6 | $30.0M |
States served
GA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD