Capital Investment Counsel provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Capital Investment Counsel reports 1,271 clients. They include 764 individual clients, 457 high-net-worth individuals, and 33 corporations and other businesses. Of its assets, 100.0% ($1.02B across 1,271 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 12% |
| High-net-worth individuals | 36% | 77% |
| Pension and profit-sharing plans | 1% | 6% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 764 | $122M | 12.0% | $160K |
| High-net-worth individuals | 457 | $791M | 77.3% | $1.73M |
| Pension and profit-sharing plans | 16 | $58.1M | 5.7% | $3.63M |
| Charitable organizations | Fewer than 5 | $414K | 0.0% | $414K |
| Corporations and other businesses | 33 | $51.5M | 5.0% | $1.56M |
| Total | 1,271 | $1.02B | 100% | — |
- Clients
- 764
- Regulatory AUM
- $122M
- AUM share
- 12.0%
- Avg. per client
- $160K
- Clients
- 457
- Regulatory AUM
- $791M
- AUM share
- 77.3%
- Avg. per client
- $1.73M
- Clients
- 16
- Regulatory AUM
- $58.1M
- AUM share
- 5.7%
- Avg. per client
- $3.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $414K
- AUM share
- 0.0%
- Avg. per client
- $414K
- Clients
- 33
- Regulatory AUM
- $51.5M
- AUM share
- 5.0%
- Avg. per client
- $1.56M
Total
- Clients
- 1,271
- Regulatory AUM
- $1.02B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Capital Investment Counsel charges 1.25%–1.75% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable, has a $500 annual minimum and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning fees are negotiable and depend on the nature, scope and complexity of each client's circumstances.
R. Bryant Family Partners, LTD. owns 75% or more of Capital Investment Counsel and is in turn owned by R.B.S.B. Family Trust (75% or more). The leadership team of Capital Investment Counsel includes President Richard Bryant and Chief Compliance Officer Ronald King. It has 11 employees, 4 of them in advisory roles.
Leadership
- Richard BryantPresident and Treasurer
- Kurt DresslerVice President
- William EddinsVice President
- Ronald KingChief Compliance Officer
- Sue HarringtonSecretary
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Richard Staats Battle
- Kurt Alan Dressler
- William Harold Eddins JR
- Ronald Lee King
Staff
- 11 employees
- 4 in advisory functions
- 4 state-registered reps
- 5 broker-dealer reps
- 3 insurance agents
- 20 soliciting firms
- Owns 75% or more of Capital Investment Counsel Inc
R. Bryant Family Partners, LTD.
Control person · since October 2012
- Owns 75% or more of R. Bryant Family Partners, LTD.
R.B.S.B. Family Trust
Control person · since December 1996
Susanne Sadler
Trustee of r.b.s.b family trust · Control person · since March 2014
Richard Bryant
General partner of r. bryant family partners, ltd. · Control person · since December 1996
- Owns 5% to 10% of Capital Investment Counsel Inc
Kurt Dressler
since January 2015
- Owns 5% to 10% of Capital Investment Counsel Inc
William Eddins
since January 2015
Capital Investment Counsel’s regulatory assets grew 2.0× from $510M (April 2021) to $1.02B (April 2026); clients rose from 963 to 1,271 and employees from 10 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.02B | 1,271 | 11 | 1 |
| April 2025 | $889M | 1,231 | 10 | 1 |
| April 2024 | $691M | 1,077 | 9 | 1 |
| April 2023 | $538M | 985 | 9 | 1 |
| April 2022 | $589M | 926 | 10 | 1 |
| April 2021 | $510M | 963 | 10 | 1 |
Besides its headquarters, Capital Investment Counsel has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 100 E. Six Forks Road, Ste. 200, RaleighHQ
Other business names
Capital Investment Counsel has reported 1 other business name to the SEC.
- Capital Investment Companies
Contact and registration details
- Legal name
- Capital Investment Counsel Inc
- Headquarters
- 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609
- Website
- capital-invest.com
- Phone
- 919-831-2370
- SEC file
- 801-20824
- Founded
- 1984
- Structure
- North Carolina corporation
- Fiscal year end
- January
Capital Investment Counsel uses Pershing ($973M) as custodian for its separately managed accounts. Capital Investment Counsel does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $973M100%
At year end, Capital Investment Counsel’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $929M across 266 positions; the largest are Apple Inc. (16.7%), Nvidia Corporation (12.1%) and Costco Wholesale Corporation (6.2%).
What the accounts hold
- Stocks89%
- Funds3%
- Cash7%
- Other1%
- Certificates of deposit1%
Reported 13F holdings
- $929M
- Reported 13F value
- 266
- Positions
- 58.0%
- In the 10 largest
- +13.9%
- Value vs. prior quarter
- Apple Inc.16.7%
- Nvidia Corporation12.1%
- Costco Wholesale Corporation6.2%
- Applied Matls Inc.5.3%
- Alphabet Inc. · Cap Stk CL C4.1%
- Walmart Inc.3.3%
- Marvell Technology Inc.3.0%
- Rbb FD Inc. · F/m US Treasury2.8%
- Amazon Com Inc.2.6%
- Cisco Sys Inc.1.9%
Together, the ten largest are 58.0% of reported value.
How many clients does Capital Investment Counsel have?
Capital Investment Counsel has 1,271 clients and manages $1.02 billion for them, as of April 2026. They include 764 individual clients, 457 high-net-worth individuals, and 33 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does Capital Investment Counsel offer?
Capital Investment Counsel provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Capital Investment Counsel charge?
Capital Investment Counsel charges 1.25%–1.75% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable, has a $500 annual minimum and requires an account of at least $100,000.
Source: CAPITAL INVESTMENT COUNSEL - FORM ADV PART 2A - 04.2026, filed 29 April 2026
Which custodians does Capital Investment Counsel use?
Capital Investment Counsel’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $973M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does Capital Investment Counsel have?
Capital Investment Counsel has 4 investment adviser representatives registered with state securities authorities, out of 11 employees, and 4 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 3 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
What does Capital Investment Counsel invest in?
At the end of its last fiscal year, Capital Investment Counsel’s separately managed accounts held 89% exchange-traded equities, 7% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Capital Investment Counsel have a minimum investment?
Yes, Capital Investment Counsel’s minimum account size for its Advisory Services is $100K. It charges a $500 annual minimum fee.
Source: CAPITAL INVESTMENT COUNSEL - FORM ADV PART 2A - 04.2026, filed 29 April 2026
Who owns Capital Investment Counsel?
Capital Investment Counsel’s direct owners are R. Bryant Family Partners, LTD. (75% or more), Kurt Dressler (5% to 10%) and William Eddins (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does Capital Investment Counsel get paid?
Capital Investment Counsel is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no 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
Is Capital Investment Counsel registered with the SEC?
Yes, Capital Investment Counsel has been registered with the SEC as an investment adviser since 20 March 1984. Its CRD number is 104591 and its SEC file number is 801-20824.
Source: Form ADV Part 1A, Item 1, filed 29 April 2026; IAPD firm record
How do I contact Capital Investment Counsel?
Capital Investment Counsel’s main office is at 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609. Its phone number is 919-831-2370. Its website is capital-invest.com.