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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-1984
- Office Locations
- 1
Office Locations
About Capital Investment Counsel INC
Capital Investment Counsel Inc is an independent Raleigh, NC RIA serving retail and institutional clients. Through its Ensemble Platform, the firm delivers integrated portfolio management and financial planning (including retirement, estate and insurance planning) for professionals and business owners. The investment approach emphasizes active asset allocation and risk management, with portfolios largely implemented using ETFs; Pershing is a primary custodian.
Reported data analysis
What the numbers show
Between April 30, 2025 and April 29, 2026, reported AUM increased 15.1%, from $889.4M to $1.0B.
Across 5 reported observations, AUM increased 73.8% between April 28, 2022 and April 29, 2026, from $588.8M to $1.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 1,271 clients, or 317.8 clients per representative. That equates to $805.2K in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Capital Investment Counsel INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KURT ALAN DRESSLER
Vice President
- CRD
- #2381036
- Ownership
- 5% but less than 10%
WILLIAM HAROLD EDDINS JR
VICE PRESIDENT
- CRD
- #1724993
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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RICHARD STAATS BATTLE
Investment Advisor
- CRD
- #2349045
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,023,436,471 | $805,221 |
| Non-Discretionary | $0 | -- |
| Total | $1,023,436,471 | $805,221 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Investment Counsel INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Investment Counsel INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.