Carlton
Blanton

Capital Investment Advisory Services, LLC

CRD#4030156
Investment Advisor
in Raleigh, NC
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About this Advisor

Carlton Blanton is a certified financial planner in Raleigh, North Carolina. Currently a registered financial advisor with Capital Investment Advisory Services, LLC, they have gathered 18 years of practice as a registered investment advisor. Blanton maintains a Series 63 license, qualifying them as a securities agent. Blanton is able to work with investors in North Carolina. Blanton has spent their career at Capital Investment Advisory Services, LLC. Capital Investment Advisory Services, LLC is based out of Raleigh, North Carolina, and has 39 other offices in the country. As a company, Capital Investment Advisory Services, LLC oversees $532 million in assets throughout 3,454 client accounts and employs more than 111 people. The amount of assets the firm manages places it among the larger financial advisory firms in the nation. The firm manages 3,423 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 3,454 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Capital Investment Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 E. Six Forks Road Suite 200
Raleigh, NC 27609

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Capital Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$639,138,364

NC Average: $3,625,019,099
Total Number of Employees

105

NC Average: 22
Total Number of Accounts

4,361

NC Average: 1,917
Average Account Size

$146,558

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Carlton Blanton Work History

Carlton has 18 years of experience.

2000 - Present (19 years)

Capital Investment Group, Inc

Disclosures

Carlton Blanton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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