CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CRD 149124File 801-69846

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.39B

Top 25% of cohort (national)

Discretionary AUM

$2.39B

Non-discretionary $8.4M

Clients

6,276

9,862 accounts

Employees

Top 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 5, 2009
Principal office: 100 E. SIX FORKS ROAD, SUITE 200, RALEIGH, NC, 27609
Phone: 919-831-2370
Website: HTTP://WWW.CAPITAL-INVEST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.39B
Discretionary AUM: $2.39B
Non-discretionary AUM: $8.4M
Discretionary accounts: 9,836
Non-discretionary accounts: 26
Total accounts: 9,862
AUM per client: $381K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	48	$38.9M
Charitable organizations	15	$21.9M
High net worth individuals	766	$1.33B
Pension and profit sharing plans	41	$28.0M
Individuals (other than high net worth individuals)	5,406	$971.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D1
Q11D4

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.