Capital Investment Group, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 14752
- Registered since
- February 24, 1984
- Website
- capital-invest.com
Firm profile
FINTRXOverview
Capital Investment Group, Inc. is recorded as a corporate SEC-registered adviser with registration dating to 1984. FINTRX lists the owner type as a domestic entity/individual and classifies the firm as "Unclassified." The firm has not supplied substantive detail about its business activities, advisory services, investment approach, or client segments in the available records. The snapshot data flags several firm attributes: it is not a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser per the record, and is not a pension consultant or related adviser. Beyond those checklist items, there is little public disclosure in the dataset to describe how the firm positions itself or the client types it targets.
Assets & Accounts
Investments & Alternatives
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
3 of 5
Edward Sabo
Chief Investment OfficerCRD 3241060

Jason Luhan
Chief Compliance Officer & General CounselCRD 5483636

Charles Pendergraft
President, Chief Investment StrategistCRD 2097909
Contacts
3 of 123Daniel Shive
Investment Adviser RepresentativeCRD 5764165

Matthew Keen
Investment Advisor RepresentativeCRD 5888272

Justin Chadwick
Financial AdvisorCRD 5187014
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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