Capital Investment Group, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
130
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
14752
Registered since
February 24, 1984

Firm profile

FINTRX

Overview

Capital Investment Group, Inc. is organized as a corporation and has been SEC-registered since 1984. The firm's ownership is recorded as a combination of a domestic entity and an individual, and the snapshot classifies it as "Unclassified." The firm is not identified as a capital allocator, is not listed as an active ESG investor, and is not flagged as a pension consultant or related adviser. The record also indicates it is not a multi-state adviser and is not newly formed. The source material provides minimal detail about the firm's investment approach, client segments, fee schedules, or specific advisory activities.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Jason Luhan

    Jason Luhan

    Chief Compliance Officer & General CounselCRD 5483636

  • Ronald King

    Ronald King

    Chief Compliance OfficerCRD 2530489

  • Edward Sabo

    Edward Sabo

    Chief Investment OfficerCRD 3241060

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Contacts

3 of 126
  • Joseph Gay

    Investment Advisor RepresentativeCRD 3082980

  • Wayne Hill

    Wayne Hill

    Investment Adviser RepresentativeCRD 1692976

  • Jack Russell

    Investment Adviser RepresentativeCRD 2264025

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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