Craig
Mcdaniel

Capital Investment Advisory Services, LLC

CRD#1087979
Investment Advisor
in Raleigh, NC
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About this Advisor

Craig Mcdaniel is a certified financial planner who works in Raleigh, North Carolina. Currently a registered advisor at Capital Investment Advisory Services, LLC, Mcdaniel has 14 years of professional experience in the financial advisory industry. Mcdaniel maintains a Series 63 license, qualifying the advisor as a securities representative. Mcdaniel can serve investors in South Carolina. Their career trajectory has included roles at Capital Investment Group, Inc and Cic Advisers, LLC. Capital Investment Advisory Services, LLC is located in Raleigh, North Carolina, and has 39 additional offices throughout the country. In total, Capital Investment Advisory Services, LLC oversees $532 million in assets across 3,454 client accounts and retains more than 111 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. The firm manages 3,423 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 3,454 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. 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

14 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

Yes

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

Craig Mcdaniel Work History

Craig has 14 years of experience.

2004 - Present (15 years)

Capital Investment Group, Inc

2004 - Present (15 years)

Cic Advisers, LLC

Disclosures

Craig Mcdaniel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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