Daniel
Shive

Capital Investment Advisory Services, LLC

CRD#5764165
Investment Advisor
in Raleigh, NC
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About this Advisor

Daniel Shive is a certified financial planner who works out of Raleigh, North Carolina, who has been in the financial industry for 10 years. Shive currently works for Capital Investment Advisory Services, LLC. Throughout their career, they have worked at Capital Investment Companies, Rti International and Capital Investment Advisory Services, LLC. Shive has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Capital Investment Advisory Services, LLC is a financial advisory company based out of Raleigh, North Carolina. The company has offices in 39 locations and a total of 111 financial advisors. It oversees $532 million in total assets across its 3,454 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Capital Investment Advisory Services, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on the financial services offered. Fee types billed by Capital Investment Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Daniel Shive Work History

Daniel has 10 years of experience.

2010 - Present (9 years)

Capital Investment Companies

2010 - Present (9 years)

Capital Investment Advisory Services, LLC

2008 - 2010 (2 years)

Rti International

Disclosures

Daniel Shive has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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