Capital Advisers, Inc.
● SEC registered since 2004CRD 118442SEC# 801-63487Raleigh, NC
Reg. AUM
$620M
Employees
5
Accounts
1,505
Location
Raleigh, NC
Capital Advisers, Inc. assets under management
Capital Advisers, Inc. operates as an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2004. It reports $620 million in regulatory assets under management and employs 5 people.
Capital Advisers, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Blair Wilson Control | Owner, President, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2022 |
| William J. Rollinson | Principal And Executive Vice President | Under 5% | 2020 |
Frequently asked questions
How much does Capital Advisers, Inc. manage?
Capital Advisers, Inc. reports $620 million in regulatory assets under management on its Form ADV.
How many employees does Capital Advisers, Inc. have?
Capital Advisers, Inc. reports 5 employees.
Where is Capital Advisers, Inc. located?
Capital Advisers, Inc. is based in Raleigh, NC and has been SEC-registered since 2004.
Does Capital Advisers, Inc. disclose fund performance?
Capital Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 East Six Forks Road, Suite 250, Raleigh, NC 27609 |
| Phone | 919-865-1930 |
| Fax | 919-863-2391 |
| Office hours | 9:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$620M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$620Mregulatory AUM
Discretionary $620M