Updated October 23, 2023
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Capital Investment Counsel Inc.

Investment Advisor Firm
Total assets under management$538M
Years in business40+

About Capital Investment Counsel Inc.

Capital Investment Counsel, Inc., part of Capital Investment Companies, is an experienced and contrarian-style investment advisory firm with a unique approach. They specialize in identifying financially-strong companies when they are undervalued and out of favor in the market. Their investment strategy focuses on individual positions in publicly traded companies of various market capitalizations, combined with ETF exposure for broad market exposure. Their portfolios are globally diversified, all-market cap, and designed to offer complete solutions for investors.

The team at Capital Investment Counsel boasts an impressive cumulative experience of 151 years, providing clients with a wealth of expertise. They have garnered recognition in various financial publications, including The Wall Street Transcript, Money Magazine, and The New York Times.

What sets Capital Investment Counsel apart is their commitment to personalized service. They tailor portfolios to meet each client's unique needs, risk tolerance, and tax situation. Patience and discipline drive their investment philosophy, making them ideal for long-term investors.

The firm employs a rigorous risk management process, focusing on controlling price risk, credit risk, and time risk to safeguard investor interests. They offer diverse portfolio options, including growth, growth and income, balanced, and income portfolios, with a minimum investment of $100,000 to achieve proper diversification.

Typical clients of Capital Investment Counsel value professional service and trust a seasoned team to manage their investments. Clients benefit from individualized account management, fee transparency, tax-efficient strategies, and straightforward reporting.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Estate Planning
  2. Money Management
  3. Financial Planning
  4. Mutual Funds
  5. Money Market Funds
  6. Investment Banking

More about Capital Investment Counsel Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1045914

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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