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CAPITAL ADVISERS, INC.
CRD 118442File 801-63487
APPROVED
Retail clients
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$620.0M
Above cohort median (national)
Discretionary AUM
$620.0M
Clients
723
1,505 accounts
Employees
5
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 3, 2004
- Principal office
- 100 EAST SIX FORKS ROAD, SUITE 250, RALEIGH, NC, 27609
- Phone
- 919-865-1930
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $620.0M
- Discretionary AUM
- $620.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,505
- Non-discretionary accounts
- 0
- Total accounts
- 1,505
- AUM per client
- $858K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $30.0M |
| Charitable organizations | 22 | $55.0M |
| High net worth individuals | 60 | $100.0M |
| Pension and profit sharing plans | 85 | $65.0M |
| Individuals (other than high net worth individuals) | 550 | $370.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.