Capital Investment Group, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 14752
- Registered since
- February 24, 1984
- Website
- capital-invest.com
Firm profile
FINTRXOverview
Capital Investment Group, Inc. is organized as a corporation with ownership described as a mix of a domestic entity and an individual. Public-facing records for the firm disclose only a narrow set of administrative details rather than a clear description of its advisory platform, client segments, or typical services. The firm is classified as "Unclassified" in the source snapshot and is not identified as a capital allocator. The snapshot also indicates the firm does not self-identify as an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and does not present itself as a pension consultant or as a related adviser. Several standard profile fields—including client base, fee structure, business activities, and advisory activities—are left blank in the available data, so there is no confirmed public description of how the firm sources business, structures fees, or allocates client capital.
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
3 of 5
Edward Sabo
Chief Investment OfficerCRD 3241060

Jason Luhan
Chief Compliance Officer & General CounselCRD 5483636

Charles Pendergraft
President, Chief Investment StrategistCRD 2097909
Contacts
3 of 124Daniel Shive
Investment Adviser RepresentativeCRD 5764165

Matthew Keen
Investment Advisor RepresentativeCRD 5888272

Justin Chadwick
Financial AdvisorCRD 5187014
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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