Capital Investment Brokerage, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 40657
- Registered since
- October 31, 1996
- Website
- www.capital-invest.com
Firm profile
FINTRXOverview
Capital Investment Brokerage, Inc. is registered with the SEC and listed as a corporation; the registration date in FINTRX is 1996. Ownership is recorded as a combination of a domestic entity and an individual. The FINTRX profile does not classify the firm into a standard advisor segment and indicates it is not a capital allocator. The entry also notes the firm is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not act as a pension consultant or related adviser. Available fields for client base, fee structure, and specific business or advisory activities are blank in the source data, so the firm’s client mix and service model are not described in the FINTRX record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Richard Bryant
CEO and Co-FounderCRD 1069685

Ronald King
Chief Compliance OfficerCRD 2530489
Contacts
3 of 22
Matthew Keen
Investment Advisor RepresentativeCRD 5888272
Charles Upshaw
RepresentativeCRD 712077

Andrew Pannell
Compliance OfficerCRD 7607289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 100 E Six Forks Rd
- Time zone
- ET (UTC-5)
- Office locations
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