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CAPITAL INVESTMENT COUNSEL INC
CRD 104591File 801-20824
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.02B
Clients
1,271
1,271 accounts
Employees
11
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 20, 1984
- Principal office
- 100 E. SIX FORKS ROAD, STE. 200, RALEIGH, NC, 27609
- Phone
- 919-831-2370
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $1.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,271
- Non-discretionary accounts
- 0
- Total accounts
- 1,271
- AUM per client
- $805K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $51.5M |
| Charitable organizations | Fewer than 5 | $414K |
| High net worth individuals | 457 | $791.0M |
| Pension and profit sharing plans | 16 | $58.1M |
| Individuals (other than high net worth individuals) | 764 | $122.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 10 | 11 | increased by1 |
| May 1, 2026 | Clients | 1,231 | 1,271 | increased by40 |
| May 1, 2026 | AUM | $889,391,757 | $1,023,436,471 | increased by$134,044,714 |
| May 1, 2026 | Accounts | 1,231 | 1,271 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 926 | 1,231 | increased by305 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $588,793,340 | $889,391,757 | increased by$300,598,417 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 926 | 1,231 | increased by305 |
| May 1, 2022 | Clients | 963 | 926 | decreased by37 |
| May 1, 2022 | AUM | $509,854,280 | $588,793,340 | increased by$78,939,060 |
| May 1, 2022 | Accounts | 963 | 926 | decreased by37 |
| May 1, 2021 | Clients | 816 | 963 | increased by147 |
| May 1, 2021 | AUM | $382,566,918 | $509,854,280 | increased by$127,287,362 |
| May 1, 2021 | Accounts | 816 | 963 | increased by147 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.