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 organized as a corporation with ownership described as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified," and the publicly available snapshot contains minimal detail about its client mix, fee arrangements, or day-to-day advisory activities. The firm is not identified as a capital allocator and is not characterized as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the source data. An explicit description of the firm's investment preferences, product menu, or service model was not provided in the materials supplied.
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
Ronald King
Chief Compliance OfficerCRD 2530489

Richard Bryant
CEO and Co-FounderCRD 1069685
Contacts
3 of 22
Matthew Keen
Investment Advisor RepresentativeCRD 5888272
Charles Upshaw
RepresentativeCRD 712077

Frank Shields
Partner, Financial AdvisorCRD 1027211
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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