A complete list of active advisors currently associated with Capital Investment Services, LLC

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

Capital Investment Services, LLC provides fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, managing roughly $101 million across about 45 client relationships. The firm supplements portfolio advice with cash flow, retirement, tax and estate‑planning guidance and does not accept commissions or sell commissioned products. Investment management follows a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index and ETF core holdings with selectively chosen active funds, and portfolios are globally diversified to manage risk. Advice is delivered primarily on a non‑discretionary basis: clients retain final decision authority and the firm does not accept discretionary trading authority. Distinctive features include a material affiliation with an accounting firm and advisors with CPA credentials who offer tax‑preparation services under separate engagement agreements, creating an integrated tax and planning orientation. The firm also provides periodic net‑worth statements and written quarterly updates, reflecting an ongoing financial‑planning focus that complements its non‑discretionary investment model.

To learn more about the advisors currently working at Capital Investment Services, LLC, 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.