CRD: 149124
Capital Investment Advisory Services, LLC
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon unisonSignal
- Established Date
- 01-05-2009
- Office Locations
- 70
Office Locations
About Capital Investment Advisory Services, LLC
Capital Investment Advisory Services (Capital Investment Companies) is an independent advisory firm serving retail and institutional clients. Through its Ensemble Platform, a coordinated team delivers asset management and financial planning, including tax, estate, insurance, and retirement planning support. Investment approach emphasizes active management and asset allocation using ETFs, mutual funds, and fixed income. Notably, the firm has remained independent for over four decades, avoiding merger/acquisition activity.
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Investment Themes
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Owner & Executives
RICHARD KING BRYANT
President, Principal, TREASURER
- CRD
- #1069685
- Ownership
- Less than 5%
RONALD LEE KING
Chief Compliance Officer
- CRD
- #2530489
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DEVRIN KEITH AVANT
Financial Consultant
- CRD
- #1659398
ERIK EDWARD BABOCSI
--
- CRD
- #2957828
Timber legacy
Element matrix radial
- CRD
- #74553
Showing 2 of 104 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,385,240,140 | $242,501 |
| Non-Discretionary | $8,359,391 | $321,515 |
| Total | $2,393,599,531 | $242,709 |
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Separately Managed Accounts
Total SMA Asset: $2,393,599,531
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $972,272,192 | 16.3% |
| Public Funds | $584,556,287 | 9.8% |
| Cash | $1,204,901,735 | 20.2% |
| U.S. Government/Agency | $1,264,550,335 | 21.2% |
| Municipal Bonds | $1,103,499,114 | 18.5% |
| Corporate - Investment Grade | $835,080,410 | 14.0% |
| Total | $5,964,860,073 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION GLACIER ALPHA | QUANTUM SIGNAL | V01M8QEB7 | PKNU | 9.22% | $111,508,731 |
| FOCUS ELEMENT FOCUS | PEAK PIONEER | 4IEKMN8LX | WMYYD | 11.11% | $59,293,622 |
| ATLAS EAGLE | GLACIER RADIAL | KR86YYEEC | EIE | 11.33% | $66,171,866 |
| PIONEER RADIAL GLACIER | PIONEER HARBOR | V3Z4MOVWN | UVFE | 10.98% | $23,383,054 |
| CATALYST UNISON EAGLE | RADIAL ELEMENT | 89HV06Z5E | LDUOP | 4.91% | $99,909,313 |
| WAVE EMBER | MOMENTUM GLACIER | KIZK5Q22R | DZV | 12.60% | $21,445,130 |
| MOMENTUM DELTA TIMBER | SIGNAL OPTIMA | 9VYUWFALL | OVHX | 2.57% | $82,322,974 |
| RIDGE FRONTIER PIONEER | EAGLE CAPITAL | XMYSF71A2 | IWP | 4.48% | $84,208,716 |