Capital Investment Brokerage, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 40657
- Registered since
- October 31, 1996
- Website
- www.capital-invest.com
Firm profile
FINTRXOverview
Capital Investment Brokerage, Inc. is a corporation that has been SEC-registered since 1996. Available filings identify its ownership as a domestic entity with individual ownership and classify the firm as unclassified. The dataset shows the firm is not positioned as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. It is also not recorded as a pension consultant or as a related adviser. Public disclosures in the source material are limited: no specific business lines, advisory activities, client segments, fee schedules, or manager allocation preferences are provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Ronald King
Chief Compliance OfficerCRD 2530489

Richard Bryant
CEO and Co-FounderCRD 1069685
Contacts
3 of 22
Matthew Keen
Investment Advisor RepresentativeCRD 5888272
Charles Upshaw
RepresentativeCRD 712077

Frank Shields
Partner, Financial AdvisorCRD 1027211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 100 E Six Forks Rd
- Time zone
- ET (UTC-5)
- Office locations
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