Cornelius
Mcdonald

Capital Investment Counsel Inc

CRD#1288377
Investment Advisor
in Raleigh, NC
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About this Advisor

Cornelius Mcdonald is a certified financial planner whose office is in Raleigh, North Carolina. Currently an advisor with Capital Investment Counsel Inc, they have accumulated a notable 34 years of work experience. Mcdonald maintains a Series 63 license, which qualifies them as a securities broker. Mcdonald can serve clients in North Carolina. During their career, Mcdonald has held roles at Capital Investment Counsel, Inc, Capital Investment Group, Inc, Capital Investment Brokerage, Inc, Physicians Financial Services, Inc and The Wealth Group, LTD. Capital Investment Counsel Inc is based out of Raleigh, North Carolina. In aggregate, Capital Investment Counsel Inc oversees $312 million in assets throughout 786 accounts and employs 11 staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 18% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Capital Investment Counsel Inc provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

17 Glenwood Avenue
Raleigh, NC 27603

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Capital Investment Counsel Inc Brokerage Details

Total Assets Under Management

$312,615,659

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

11

NC Average: 22
Total Number of Accounts

824

NC Average: 1,917
Average Account Size

$379,388

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cornelius Mcdonald Work History

Cornelius has 34 years of experience.

2010 - Present (9 years)

The Wealth Group, LTD

1997 - Present (22 years)

Capital Investment Brokerage, Inc

1987 - Present (32 years)

Capital Investment Counsel, Inc

1987 - Present (32 years)

Capital Investment Group, Inc

1984 - Present (35 years)

Physicians Financial Services, Inc

Disclosures

Cornelius Mcdonald has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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