A complete list of active advisors currently associated with Capital Investment Counsel Inc

Warmer can help you find a great advisor at Capital Investment Counsel Inc or one who fits your needs even better.

Capital Investment Counsel provides discretionary, individually tailored portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, and estates. The firm manages separate equity and fixed‑income portfolios on a discretionary basis and reports more than $1.02 billion in assets under management. The firm’s investment approach is a contrarian, low‑turnover “Counsel Style” that emphasizes financially strong, out‑of‑favor companies purchased at historically low valuations, reinvestment of dividends, and tax‑aware positioning as outlined in a five‑point philosophy. Portfolios are customized across growth, growth‑and‑income, balanced, and income objectives, and some accounts may be co‑advised or co‑managed with an affiliated adviser. Distinctive features noted in the brochure include formal affiliations with broker‑dealers and other advisory entities and several investment adviser representatives who are also registered representatives; the firm commonly recommends affiliated broker‑dealers for trade execution and may receive commissions or 12b‑1/service fees on certain products. The firm also operates with a relatively high client load and AUM per adviser (more than $200 million per adviser and roughly 300+ clients per adviser), and the brochure describes disclosure and mitigation measures such as periodic brokerage reviews and a Code of Ethics.

To learn more about the advisors currently working at Capital Investment Counsel Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.