Capital Investment Counsel, LLC

Declan Lane is a CFP® certificant and financial advisor with five years of industry experience. He is currently with Capital Investment Counsel, LLC, where he has worked since 2023. Prior to joining CIC, he held roles at Fidelity Investments, DoorDash, and Amazon. Capital Investment Counsel provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and government entities. The firm employs a blended investment approach based on fundamental, technical, cyclical, and behavioral analysis combined with a derivative of Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Janus Henderson for nine years. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, as well as state and municipal government clients. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory and offers a variety of tailored investment strategies.

Stephen Dreiling is a CFP® with 26 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2024. He previously worked at United Capital Financial Advisers, LLC from 2015 to 2023. Outside of advising, he is the sole member and manager of SSSG, LLC, a company he established in 2012. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, and government entities, providing financial planning, consulting, and discretionary investment management. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages over $1.18 billion with a small team of four advisors.

Christian Johnson Jr. is a CFP® professional with 27 years of experience in financial advising. He currently works with Capital Investment Counsel, LLC, joining the firm in 2023 after prior roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. He is also the owner of FOBO LLC, a holding company based in Golden, CO. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and government entities. The firm employs multiple investment strategies based on fundamental, technical, cyclical, and behavioral analysis combined with Modern Portfolio Theory, offering tailored portfolios aligned with clients’ risk tolerance and goals.

Jake Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Investment Counsel, LLC. Prior to joining Capital Investment Counsel, he worked at Schaefer Financial Management and was involved with Tickets for Less LLC. He holds a Series 65 license and is based in Denver, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and combines various analytical methods to construct tailored investment portfolios across multiple strategies.