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 and has been registered with the SEC since 1996. The firm is listed as owned by a domestic entity/individual and is classified in FINTRX as “Unclassified.” The dataset indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is also not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide detail on the firm’s client segments, fee schedule, or specific advisory activities.
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
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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