CAPITAL ADVISERS, INC.

RIASEC RegisteredEst. 2004

Total AUM

$620M

Discretionary

$620M

100% of AUM

Avg account

$412K

Accounts

1,505

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 118442
Registered since: September 3, 2004
Website: www.capitaladvisersinc.com
Custodians: CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals59.68%
HNWI16.13%
Pension & Profit Sharing Plans10.48%
Charitable Organizations8.87%
Corporations / Businesses4.84%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Advisers, Inc. is a privately owned corporate RIA that has been SEC-registered since 2004 and identifies itself as a capital allocator. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management and via hourly billing. Its ADV lists core advisory activities as portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm does not present itself as an active ESG investor and is not designated as a multistate adviser in the snapshot data.