Stephen
Bush

Capital Investment Advisory Services, LLC

CRD#1898917
Investment Advisor
in Matthews, NC

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About this Advisor

Stephen Bush is a financial advisor based in Matthews, North Carolina with a total of 5 years of relevant experience. Bush is currently employed by Capital Investment Advisory Services, LLC. Their career trajectory has included roles at Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.), Capital Investment Group, Inc and Capital Investment Advisory Services, LLC. Bush holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Capital Investment Advisory Services, LLC is an advisory business that has its headquarters in Raleigh, NC. The investment advisory business has offices in 39 locations and a total of 116 people on staff. It manages $2 billion in assets under management across its 9,990 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 12 charities and foundations. Of its 9,990 client accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. Capital Investment Advisory Services, LLC offers a broad assortment 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. A financial advisor's fees typically vary depending on which service is provided. Fees billed by Capital Investment Advisory Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Office Location

8536 Foxbridge Drive
Matthews, NC 28104

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Capital Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$1,842,974,741

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

116

NC Average: 22
Total Number of Accounts

9,990

NC Average: 1,917
Average Account Size

$184,482

NC Average: $1,890,985

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

Stephen Bush Work History

Stephen has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Capital Investment Group, Inc

2018 - Present (6 years)

Capital Investment Advisory Services, LLC

1995 - 2018 (23 years)

Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Bush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Investment Advisory Services, LLC

Kemp Mebane
Raleigh, NC
Michael Brennan
Raleigh, NC
Victor Banks
Raleigh, NC
Jeffery Hanna
Raleigh, NC
John Palko
Charlotte, NC
Paul Cranfill
Raleigh, NC
Edward Sabo
Murrells Inlet, SC
John Culp
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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