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 organized as a corporation and has been registered with the SEC since 1984. Ownership is listed as a domestic entity and individual, and the firm’s public profile classifies it as unclassified rather than under a standard advisory subtype. The dataset flags the firm as not operating as a capital allocator and not identifying as an active ESG investor; it is also not indicated to be a multi-state adviser, pension consultant, or related adviser under the provided attributes. The available records do not include a breakdown of advisory services, client segments, or fee schedules. Because the firm’s filings in this dataset are limited to structural and registration attributes, there is little disclosed here about investment philosophy, target clients, or the specific advisory activities the firm conducts.
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
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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