CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD #149124 SEC #801-69846 RALEIGH, NC 919-831-2370
SEC Registered Disclosures
Total AUM
$1.9B
Discretionary
$1.9B
Employees
106
Clients
10
Accounts
8,619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.9B | $1.9B | $10.6M | 106 | 114 |
| May 2025 | $1.9B | $1.9B | $10.6M | 106 | 114 |
| Mar 2025 | $1.9B | $1.9B | $10.6M | 106 | 114 |
| Mar 2025 | $1.9B | $1.9B | $10.6M | 106 | 114 |
| Mar 2024 | $2B | $1.9B | $92.3M | 106 | 14 |
| Jun 2023 | $1.8B | $1.7B | $105.2M | 116 | 16 |
| May 2023 | $1.8B | $1.7B | $105.2M | 116 | 16 |
| Mar 2023 | $1.8B | $1.7B | $105.2M | 116 | 16 |
| Mar 2023 | $1.8B | $1.7B | $105.2M | 116 | 16 |
| Sep 2022 | $1.8B | $1.6B | $134.4M | 115 | 10 |
| Sep 2022 | $1.8B | $1.6B | $134.4M | 115 | 10 |
| May 2022 | $1.8B | $1.6B | $134.4M | 115 | 10 |
| Mar 2022 | $1.8B | $1.6B | $134.4M | 115 | 10 |
| Aug 2021 | $1.3B | $1.3B | $22.9M | 115 | 10 |
| Mar 2021 | $1.3B | $1.3B | $22.9M | 115 | 10 |
| Jul 2020 | $976.7M | $915.8M | $60.9M | 115 | 7 |
| Jun 2020 | $976.7M | $915.8M | $60.9M | 115 | 7 |
| Mar 2020 | $976.7M | $915.8M | $60.9M | 115 | 7 |
| Feb 2020 | $639.1M | $605.8M | $33.3M | 105 | 17 |
| Mar 2019 | $639.1M | $605.8M | $33.3M | 105 | 17 |
| Aug 2018 | $532.1M | $502.6M | $29.4M | 111 | 0 |
| Jul 2018 | $532.1M | $502.6M | $29.4M | 111 | 0 |
| Mar 2018 | $532.1M | $502.6M | $29.4M | 111 | 0 |
| Sep 2017 | $410.7M | $331.5M | $79.1M | 102 | 1,800 |
| Jun 2017 | $410.7M | $331.5M | $79.1M | 102 | 1,800 |
| Mar 2017 | $410.7M | $331.5M | $79.1M | 102 | 1,800 |
| Jul 2016 | $380M | $294.5M | $85.5M | 97 | 1,400 |
| Mar 2016 | $380M | $294.5M | $85.5M | 97 | 1,400 |
| Jan 2016 | $420.6M | $326.5M | $94.2M | 108 | 1,500 |
| Aug 2015 | $420.6M | $326.5M | $94.2M | 108 | 1,500 |
| Aug 2015 | $420.6M | $326.5M | $94.2M | 108 | 1,500 |
| Mar 2015 | $420.6M | $326.5M | $94.2M | 108 | 1,500 |
| Aug 2014 | $327.9M | $219.2M | $108.6M | 91 | 1,400 |
| Mar 2014 | $327.9M | $219.2M | $108.6M | 91 | 1,400 |
| Nov 2013 | $271.2M | $171.6M | $99.6M | 89 | 1,200 |
| Mar 2013 | $271.2M | $171.6M | $99.6M | 89 | 1,200 |
| Mar 2013 | $271.2M | $171.6M | $99.6M | 89 | 1,200 |
| Jan 2013 | $140.1M | $57.6M | $82.5M | 41 | 700 |
| Apr 2012 | $140.1M | $57.6M | $82.5M | 11 | 700 |
| Apr 2012 | $140.1M | $57.6M | $82.5M | 11 | 700 |
| Mar 2012 | $140.1M | $57.6M | $82.5M | 11 | 700 |
| Jul 2011 | $138.4M | $138.4M | $0 | -- | -- |
| Jul 2011 | $138.4M | $138.4M | $0 | -- | -- |
| Mar 2011 | $138.4M | $138.4M | $0 | -- | -- |
| Jul 2010 | $84.2M | $84.2M | $0 | -- | -- |
| Jul 2010 | $84.2M | $84.2M | $0 | -- | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.6M
Employees106
Clients114
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.6M
Employees106
Clients114
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.6M
Employees106
Clients114
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.6M
Employees106
Clients114
DateMar 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$92.3M
Employees106
Clients14
DateJun 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$105.2M
Employees116
Clients16
DateMay 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$105.2M
Employees116
Clients16
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$105.2M
Employees116
Clients16
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$105.2M
Employees116
Clients16
DateSep 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$134.4M
Employees115
Clients10
DateSep 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$134.4M
Employees115
Clients10
DateMay 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$134.4M
Employees115
Clients10
DateMar 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$134.4M
Employees115
Clients10
DateAug 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.9M
Employees115
Clients10
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.9M
Employees115
Clients10
DateJul 2020
Total AUM$976.7M
Discretionary$915.8M
Non-Disc.$60.9M
Employees115
Clients7
DateJun 2020
Total AUM$976.7M
Discretionary$915.8M
Non-Disc.$60.9M
Employees115
Clients7
DateMar 2020
Total AUM$976.7M
Discretionary$915.8M
Non-Disc.$60.9M
Employees115
Clients7
DateFeb 2020
Total AUM$639.1M
Discretionary$605.8M
Non-Disc.$33.3M
Employees105
Clients17
DateMar 2019
Total AUM$639.1M
Discretionary$605.8M
Non-Disc.$33.3M
Employees105
Clients17
DateAug 2018
Total AUM$532.1M
Discretionary$502.6M
Non-Disc.$29.4M
Employees111
Clients0
DateJul 2018
Total AUM$532.1M
Discretionary$502.6M
Non-Disc.$29.4M
Employees111
Clients0
DateMar 2018
Total AUM$532.1M
Discretionary$502.6M
Non-Disc.$29.4M
Employees111
Clients0
DateSep 2017
Total AUM$410.7M
Discretionary$331.5M
Non-Disc.$79.1M
Employees102
Clients1,800
DateJun 2017
Total AUM$410.7M
Discretionary$331.5M
Non-Disc.$79.1M
Employees102
Clients1,800
DateMar 2017
Total AUM$410.7M
Discretionary$331.5M
Non-Disc.$79.1M
Employees102
Clients1,800
DateJul 2016
Total AUM$380M
Discretionary$294.5M
Non-Disc.$85.5M
Employees97
Clients1,400
DateMar 2016
Total AUM$380M
Discretionary$294.5M
Non-Disc.$85.5M
Employees97
Clients1,400
DateJan 2016
Total AUM$420.6M
Discretionary$326.5M
Non-Disc.$94.2M
Employees108
Clients1,500
DateAug 2015
Total AUM$420.6M
Discretionary$326.5M
Non-Disc.$94.2M
Employees108
Clients1,500
DateAug 2015
Total AUM$420.6M
Discretionary$326.5M
Non-Disc.$94.2M
Employees108
Clients1,500
DateMar 2015
Total AUM$420.6M
Discretionary$326.5M
Non-Disc.$94.2M
Employees108
Clients1,500
DateAug 2014
Total AUM$327.9M
Discretionary$219.2M
Non-Disc.$108.6M
Employees91
Clients1,400
DateMar 2014
Total AUM$327.9M
Discretionary$219.2M
Non-Disc.$108.6M
Employees91
Clients1,400
DateNov 2013
Total AUM$271.2M
Discretionary$171.6M
Non-Disc.$99.6M
Employees89
Clients1,200
DateMar 2013
Total AUM$271.2M
Discretionary$171.6M
Non-Disc.$99.6M
Employees89
Clients1,200
DateMar 2013
Total AUM$271.2M
Discretionary$171.6M
Non-Disc.$99.6M
Employees89
Clients1,200
DateJan 2013
Total AUM$140.1M
Discretionary$57.6M
Non-Disc.$82.5M
Employees41
Clients700
DateApr 2012
Total AUM$140.1M
Discretionary$57.6M
Non-Disc.$82.5M
Employees11
Clients700
DateApr 2012
Total AUM$140.1M
Discretionary$57.6M
Non-Disc.$82.5M
Employees11
Clients700
DateMar 2012
Total AUM$140.1M
Discretionary$57.6M
Non-Disc.$82.5M
Employees11
Clients700
DateJul 2011
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--