Advisor at Capital Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Investment Advisory Services, LLC
Location
Raleigh, NC 27609
Credentials
ChFC®, Series 63, Series 65
Industry experience
52 years
Up to 2% annually; typical basic fee schedule is 2% annually, which may be negotiable and reduced based on client circumstances.
Commissions up to 2% for Portfolio Review Services; also commissions may be earned by IARs through affiliated broker-dealers on sales of mutual funds, variable annuities, and other products.
Hourly fee not to exceed $250/hour for Portfolio Review and Financial Planning Services.
Account minimum: No minimum account size required; however, accounts may be subject to a minimum annual fee of $500, which may be negotiable. Minimum fee: Minimum annual fee of $500 may apply and is negotiable. Fee-only: Fee basis for Portfolio Review and Financial Planning Services with minimum $500 and maximum $2,500 fees.
Capital Investment Advisory Services, LLC
2018 - Present (8 years)
Capital Investment Group, Inc.
2018 - Present (8 years)
ProEquities, Inc
2013 - 2018 (5 years)
Graddy & Associates Financial Group
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Hinesville, GA
First Command Advisory Services
Series 63, Series 65
Richmond Hill, GA
First Command Advisory Services
ChFC®, Series 66
Hinesville, GA
Edward Jones
Series 63, Series 65
Ludowici, GA
OSAIC
Series 63, Series 66
Hinesville, GA
OSAIC
Series 66
Hinesville, GA
Raymond James Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")