Our Story

Our Story

Wall Street Smarts. Hometown Values.

The connection between Wall Street and Main Street.

Wall Street Smarts. Hometown Values.

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.

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.

The Synergy Between Opportunity and Reward

Capital Investment Companies’ story began with a chance encounter one evening at a downtown Raleigh restaurant.

Bobby Edgerton had a father who taught him how to win and the joys associated with being the best at something. He recalls a time when little league provided him with the most high-pressured experiences of his young life and often reflects on how that experience has served him well in his professional career. After graduating from Wake Forest with a BA in Business and Finance, Bobby spent two years in the Army before returning to Raleigh to stay. His passions turned from winning at tournament golf to creating innovative stock market strategies and at 42, the realist was an independent investment advisor managing over $5 million.

Independent, Straightforward Wealth  Management

Independent, Straightforward Wealth Management

For four decades, Capital Investment Companies has built a loyal following through our independence and self-determination. By avoiding the merger/acquisition lure that has flooded the financial services industry over the last several years, our company has remained solid and strong – growing with our clients’ needs while never outgrowing our own capabilities. 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. 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. At Capital Investment Companies, we create individual investment solutions designed to meet each client’s specific financial goals. We don’t push a corporate agenda and aren’t driven by analyst recommendations. We measure our success through the success of our clients – keeping the entrepreneurial spirit alive and well. It’s this approach to independent and straightforward wealth management that has assured our continued growth and success.

We are who you are.

Through the years, Capital Investment Companies has remained committed to the clients we serve and the communities in which we live. Our philosophy is simple:

To prove to our clients and investment representatives, every day, that picking Capital Investment Companies was the right choice.” That right choice is based on knowledgeable people, innovative approaches, hometown values, independent thinking, and a clear understanding of our clients and the financial industry.

Capital Investment Companies is indeed a reflection of our clients and the area we all call home. We live where you live and are here to help you achieve the quality of life you desire and deserve.

We Value
Integrity Independence Innovation

Integrity. Independence. Innovation.

Capital Investment Companies’ investment philosophy is contrarian by nature. We avoid predicting the future and, instead, look for financially strong and undervalued securities as potential investment opportunities. Our innovative investment approaches, combined with patience and discipline, have clearly stood the test of time and helped deliver the results upon which our clients have come to depend.

Find out why Capital Investment Companies should be your choice for trusted, experienced, and sound financial management solutions. We’re ready to prove our dedication to you and invite you to experience the difference that hometown values and Wall Street smarts can make in helping you achieve your wealth management goals.