Jasper, TX Office
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Capital Investment Advisory Services, LLC
Multi-team
Firm-wide stats for Capital Investment Advisory Services, LLC
About
Capital Investment Advisory Services provides portfolio management and supervisory services to a mix of individuals, corporations, retirement and profit‑sharing plans, trusts, estates, foundations and charitable institutions. The firm offers separately managed accounts, access to third‑party asset managers and TAMPs, sub‑advisory and referral arrangements, private‑label model portfolios, financial planning and portfolio review services.
CIAS generally tailors portfolios to each client’s objectives, time horizon and risk tolerance and implements investment programs under written investment guidelines; the firm reports that the vast majority of its assets are managed on a discretionary basis (about $2.385 billion of $2.394 billion in AUM). Methods of analysis described in the brochure include fundamental, technical and charting approaches, and strategies may involve equities, fixed income, ETFs, REITs, options and variable annuities; clients may impose trading restrictions in writing where permitted.
The firm operates through a network of more than 100 investment adviser representatives who act as independent contractors and may market services under their own trade names, with advisory fees paid to CIAS and shared with IARs per contractual arrangements. CIAS is affiliated with broker‑dealers and other investment advisory entities and uses a clearing relationship with Pershing that provides financial benefits to its affiliates; those affiliations and the dual roles of some IARs as registered representatives or insurance agents are disclosed and are material considerations for prospective clients.
Expertise
Location
516 S Wheeler St
Jasper TX 75951
Advisors at this office
2
Advisors at this office
Chotsie B
Series 65
Jasper, TX
Capital Investment Advisory Services, LLC
Chotsie Bickerstaff is a Series 65 licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. She is also vice president and co-owner of several related businesses, including Retirement Education Partners, Inc., where she supervises operations and provides life insurance and annuity policies. Additionally, she oversees financial operations at Bickerstaff Holdings, LLC, and Senior Benefits Advisors, LLC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, third-party manager referrals, private-label model portfolios, financial planning, and portfolio reviews, using a combination of analytical methods and ongoing monitoring tailored to each client’s objectives.
Danny B
Series 65
Jasper, TX
Capital Investment Advisory Services, LLC
Danny Bickerstaff Jr. is a Series 65-licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. He is also CEO and co-owner of several businesses including Retirement Education Partners, which focuses on insurance and annuity sales, and Senior Benefits Advisors, specializing in insurance and Medicare sales. Additionally, he serves as president of Bickerstaff Holdings, LLC, overseeing subsidiary companies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process with ongoing monitoring and multiple analytical methods.
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