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 is identified as being owned by a domestic entity and individuals and is classified in the dataset as "Unclassified." The record indicates it does not operate as a capital allocator and is not flagged as an active ESG investor, pension consultant, related adviser, or a newly formed adviser. The filing or dataset for this firm contains minimal disclosure about its business model, advisory activities, fee arrangements, target client segments, or investment philosophy. That lack of public detail makes it difficult to profile how the firm sources mandates or the specific strategies it pursues.

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

3 of 4
  • JASON LUHAN

    Chief Compliance Officer & General CounselCRD 5483636

  • RONALD KING

    Chief Compliance OfficerCRD 2530489

  • EDWARD SABO

    Chief Investment OfficerCRD 3241060

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Contacts

3 of 126
  • JOSEPH GAY

    Investment Advisor RepresentativeCRD 3082980

  • WAYNE HILL

    Investment Adviser RepresentativeCRD 1692976

  • JACK RUSSELL

    Investment Adviser RepresentativeCRD 2264025

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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