Capital Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated January 28, 2026, reports $620M in regulatory assets under management, 5 employees, and 1,505 accounts.
Assets Under Management
$620M
Employees
5
Offices
--
Total Clients
723
Primary office
RALEIGH, NC
100 EAST SIX FORKS ROAD, SUITE 250, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
550
2
Pension Plans
11.8%
85
3
HNWI
8.3%
60
4
Charitable
3.0%
22
5
Corporations
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$620Mas of January 28, 2026
Discretionary100.0%
$620M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$620M
Total Accounts1,505
10Y AUM Change+$367M (+145.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee145:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.