Investment adviser · CRD 104591
CAPITAL INVESTMENT COUNSEL INC
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $1.02B Form ADV · Item 5.F
- Client accounts
- 1,271 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 457 | $791,006,803 | 77.3% |
| Individuals | 764 | $122,356,463 | 12.0% |
| Retirement plans | 16 | $58,129,422 | 5.7% |
| Corporations & businesses | 33 | $51,529,987 | 5.0% |
| Charities | Fewer than 5 | $413,796 | 0.0% |
Filing source
Form ADV 2094157 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
100 E. SIX FORKS ROAD, STE. 200RALEIGH, NC, 27609, United States
CRD 104591
Filing source
Form ADV 2094157 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.