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 personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm’s services include cash-flow and tax planning, retirement and estate planning, education funding, and portfolio management, and it does not accept commissions or act as a custodian. The firm follows a core-and-satellite strategic asset allocation, using passive index and ETF “core” holdings with selectively added active funds, and generally invests through no-load or low-load mutual funds, ETFs and other public securities. Clients retain final investment decisions and the firm reports that portfolios are managed primarily on a non-discretionary basis—placing trades under a limited power of attorney while stating it does not accept full discretionary trading authority. Notable differences from many peers include the firm’s explicit affiliation with a related accounting firm (Vine Dahlen PLLC) and principals who also provide CPA services there, and the availability of tax-preparation work under a separate agreement rather than bundled into its advisory retainer. As reported in the brochure, the firm managed roughly $69 million for about 37 clients as of December 31, 2023, with nearly all of that reported as non-discretionary—an arrangement that is less common among supported firms.

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.