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CAPITAL INVESTMENT COUNSEL, LLC
CRD 328472File 801-128941
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $5.9M
Clients
468
1,408 accounts
Employees
8
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 23, 2023
- Principal office
- 600 GRANT ST., STE. 450, DENVER, CO, 80203
- Phone
- (303) 381-0200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $5.9M
- Discretionary accounts
- 1,395
- Non-discretionary accounts
- 13
- Total accounts
- 1,408
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.0M |
| High net worth individuals | 317 | $1.19B |
| State or municipal government entities | 5 | $93.9M |
| Individuals (other than high net worth individuals) | 146 | $63.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- 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.