Michael
Pearl

Capital Investment Advisory Services, LLC

CRD#1309595
Investment Advisor
in Raleigh, NC
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About this Advisor

Michael Pearl is a certified financial planner in Raleigh, North Carolina. Currently an investment advisor with Capital Investment Advisory Services, LLC, Pearl has a notable 30 years of practice in the financial advisory industry. Pearl holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Pearl is able to work with clients in North Carolina. Over the course of their career, Pearl has held roles at Michael F. Pearl, Cpa, Capital Investment Group, Inc and Cic Advisers, LLC. Capital Investment Advisory Services, LLC is located in Raleigh, North Carolina, and operates out of 39 additional brick-and-mortar locations in the country. In aggregate, Capital Investment Advisory Services, LLC oversees $532 million in assets throughout 3,454 client accounts and retains more than 111 people. The firm's total assets under management places it among the bigger investment advisory firms in the United States. The firm manages 3,423 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 3,454 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Capital Investment Advisory Services, LLC offers 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, Series 65, Certified Financial Planner

Years of Experience

30 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

$532,072,939

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

111

NC Average: 22
Total Number of Accounts

3,454

NC Average: 1,917
Average Account Size

$154,045

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

Michael Pearl Work History

Michael has 30 years of experience.

2006 - Present (13 years)

Cic Advisers, LLC

2001 - Present (18 years)

Capital Investment Group, Inc

1988 - Present (31 years)

Michael F. Pearl, Cpa

Disclosures

Michael Pearl has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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