Capital Investment Brokerage, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
40657
Registered since
October 31, 1996

Firm profile

FINTRX

Overview

Capital Investment Brokerage, Inc. is organized as a corporation and is recorded as SEC-registered since 1996. The FINTRX snapshot lists the owner type as a domestic entity / individual and classifies the firm as unclassified. The firm’s profile indicates several negative flags rather than service specializations: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser. The record contains limited detail about the firm’s client base, fee structure, and advisory or business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Bryant

    Richard Bryant

    CEO and Co-FounderCRD 1069685

  • Ronald King

    Ronald King

    Chief Compliance OfficerCRD 2530489

Contacts

3 of 22
  • Matthew Keen

    Matthew Keen

    Investment Advisor RepresentativeCRD 5888272

  • Charles Upshaw

    RepresentativeCRD 712077

  • Andrew Pannell

    Andrew Pannell

    Compliance OfficerCRD 7607289

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth