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They include 5,406 individual clients, 766 high-net-worth individuals, and 48 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capital Investment Advisory Services offer?","answer":"Capital Investment Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Capital Investment Advisory Services charge?","answer":"Capital Investment Advisory Services charges up to 2.00% a year for its Portfolio Management and Advisory Services. The fee is billed in advance, is negotiable and has a $500 annual minimum.","source":"CIAS ADV PART 2A, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Capital Investment Advisory Services use?","answer":"Capital Investment Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $867M and Pershing LLC (Jersey City, NJ), with $850M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital Investment Advisory Services have?","answer":"Capital Investment Advisory Services has 86 investment adviser representatives registered with state securities authorities, out of 91 employees, and 87 perform investment advisory functions. 80 employees are registered representatives of a broker-dealer and 76 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital Investment Advisory Services invest in?","answer":"At the end of its last fiscal year, Capital Investment Advisory Services’ separately managed accounts held 61% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capital Investment Advisory Services?","answer":"Capital Investment Advisory Services’ direct owner is R. Bryant Family Partners, LTD (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital Investment Advisory Services get paid?","answer":"Capital Investment Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Capital Investment Advisory Services registered with the SEC?","answer":"Yes, Capital Investment Advisory Services has been registered with the SEC as an investment adviser since 5 January 2009. 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