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CAPITAL INVESTMENT COUNSEL, LLC

CRD 328472 · SEC 801-128941

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600 GRANT ST., STE. 450, DENVER, CO, 80203, United States

Phone

(303) 381-0200

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.35B

Discretionary AUM

$1.35B

Team

8 total employees; 5 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals146$63.3M
High net worth individuals317$1.19B
State/municipal entities5$93.9M

States served

AZ, CA, CO, MI, NC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD