C
$620.0M Total AUM
$620.0M Disc. AUM
-- 3Y CAGR
5 Employees
723 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท E*TRADE
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-2004
- Office Locations
- 1
Office Locations
100 East SIX Forks Road, Suite 250 Raleigh NC
About Capital Advisers, Inc.
Capital Advisers, Inc. is a Raleigh-based RIA. The firm has been operating for 21 years. Managing $620.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and E*TRADE.
Team overview
24 AVG AGE
$310.0M AVG AUM / ADVISOR
$857.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN BLAIR WILSON
Chief Compliance Officer, Chief Investment Officer, Owner, President
- CRD
- #5276176
- Ownership
- 75% or more
Available
Available
Available
W
William J. Rollinson
EXECUTIVE VICE PRESIDENT, PRINCIPAL, Senior Associate
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
Matthew Bockhorst
Associate
- CRD
- #7117274
Available
Available
Available
D
DANIEL MARK GAUGERT
--
- CRD
- #2167221
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $620,000,000 | $411,960 |
| Non-Discretionary | $0 | -- |
| Total | $620,000,000 | $411,960 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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