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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Delta alphaBridge
- 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.
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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%
Oak momentum
Glacier signal north
- CRD
- #22721
- Ownership
- 30.7%
Showing 2 of 5 owners & executives
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RICHARD STAATS BATTLE
Investment Advisor
- CRD
- #2349045
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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
Total SMA Asset: $1,023,436,471
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $800,626,799 | 35.0% |
| Cash | $176,137,896 | 7.7% |
| Public Funds | $322,538,225 | 14.1% |
| Other | $988,202,221 | 43.2% |
| Total | $2,287,505,141 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA RIDGE | ELEMENT QUANTUM | M7FU0P9ZQ | YPZN | 8.80% | $52,186,207 |
| EMBER HARBOR | EAGLE VITAL | 94G9EMSKM | JDNQA | 8.52% | $75,476,913 |
| FOCUS HORIZON WAVE | HARBOR INSIGHT | D7XTOOOLX | KTJQP | 2.82% | $77,696,719 |
| CATALYST BEACON | MOMENTUM VECTOR | 8DO5TFZ29 | ATSV | 7.82% | $90,986,848 |
| EMBER NORTH DELTA | OAK MATRIX | Z1AFOO24G | HUW | 11.77% | $31,783,655 |
| CREST RIDGE | DELTA ELEMENT | Y7JAB2QMR | DXJTG | 11.74% | $80,543,968 |
| PRIME FOUNDATION | FOUNDATION BEACON | BNSJDFL3S | FQIZF | 1.88% | $38,649,270 |
| RIDGE BEACON | PEAK SIGNAL | 4V5K4YK8P | NVS | 7.04% | $23,319,568 |