About Us

About Us

The Goal

For four decades, Capital Investment Companies has grown to be one of the largest independent financial services and brokerage firms in the Southeast. We maintain only the highest degree of service, support, and courtesy to our customers and remain committed to our corporate goal – to not be the biggest, just the best.

Capital Investment Companies offers clients a full range of financial and investment services, including money management, investment brokerage, insurance and estate planning, retirement plan administration, mortgage and trust services and a community foundation. Through our Ensemble Platform, we offer a team of professionals with comprehensive services working together as one for you. We do this while still providing the one-on-one attention that makes each transaction a personal experience.

Wall Street Smarts, Hometown Values

Wall Street Smarts, Hometown Values

Headquartered in Raleigh, North Carolina, Capital Investment Companies remains rooted in our southern heritage and the belief that integrity, honesty, and fairness are the means to retaining customer loyalty and achieving corporate success.

We think that’s the way business should be done and it’s the way Capital Investment Companies will continue to do business. It’s our hometown values that make us who we are – a company our clients choose to grow with.

Grow With The People You Know

Capital Investment Companies remains focused on being able to satisfy the personal and corporate financial needs of our clients. Our financial and investment services are diverse, so that we can grow as our clients’ needs grow. It is our mission to anticipate our clients’ needs and exceed their expectations by always looking for ways to improve our services and stay competitive within our industry.

Capital Investment Companies plans to remain a financial services firm with a regional focus. By focusing our efforts on a localized region, we’re able to offer clients the personalized and individualized support and attention upon which they have come to depend. It’s this commitment to personal care that has earned our company a loyal following of thousands of investors who have entrusted Capital Investment Companies to manage more than $7 billion.

Our Team

Every member of the Capital Investment Companies team is personally connected to our clients and committed to their overall satisfaction and financial success. Our brokers are experts in their field and are able to excel in an atmosphere that promotes independent and innovative thinking.

View Team