Talbert
Edenfield

Capital Investment Advisory Services, LLC

CRD#2728646
Investment Advisor
in Raleigh, NC
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About this Advisor

Talbert Edenfield is a certified financial planner whose office is in Raleigh, North Carolina. Currently an advisor at Capital Investment Advisory Services, LLC, Edenfield has a notable 22 years of work experience. Edenfield maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Edenfield can advise investors based out of Georgia. During their career, the advisor has held roles at Proequities, Inc, Ing Financial Partners, Edenfield Financial Services, Southeastern Financial Resources, Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Capital Investment Advisory Services, LLC is headquartered in Raleigh, North Carolina, and has 39 additional locations in the country. In total, Capital Investment Advisory Services, LLC manages $532 million in assets throughout 3,454 accounts and employs more than 111 people. The firm's total assets under management places it among the larger investment advisory firms in the United States. The firm manages 3,423 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 3,454 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Capital Investment Advisory Services, LLC can provide 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

22 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

Talbert Edenfield Work History

Talbert has 22 years of experience.

2018 - Present (1 years)

Capital Investment Advisory Services, LLC

2018 - Present (1 years)

Capital Investment Group, Inc

2012 - 2018 (6 years)

Proequities, Inc

2005 - 2012 (7 years)

Ing Financial Partners

2005 - 2018 (13 years)

Southeastern Financial Resources

1996 - Present (23 years)

Edenfield Financial Services

Disclosures

Talbert Edenfield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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