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Accounting Firm

Capital Investment Companies

Independent Raleigh financial services group covering brokerage, investment advice, retirement plans and trust services

Capital Investment Companies cover

TrustList summary

Capital Investment Companies is a group of independent financial services firms in Raleigh, North Carolina. It has operated for around three decades and has stayed independent rather than merging, bringing its specialists together through what it calls the Ensemble Platform.

Products and services

  • Investment brokerage: trading in equities, corporate, municipal and government bonds, mutual funds, options and money market funds.
  • Investment advice and money management: advisory services and portfolio reviews through its counsel and adviser companies.
  • Retirement plan services: setting up and running retirement plans.
  • Trust services: trust administration for clients.
  • Financial and estate planning: planning work that includes annuities and insurance.
  • Corporate finance and investment banking: services for businesses raising capital.

Clients

Individual investors and businesses in need of investment, retirement and planning services, as well as banks through its bank investment services.

Key facts

  • Based in: Raleigh, North Carolina, USA
  • Group companies: Capital Investment Group, Capital Investment Brokerage, Capital Investment Counsel and Capital Advisers
  • History: About three decades in operation

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Capital Investment Companies is ranked on 1 TrustList ranking at #16.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Capital Investment Companies has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

  • #16of 25
    North carolina

    Its profile: “Capital Investment Companies is a group of independent financial services firms in Raleigh, North Carolina.”

    Of the 25 here, 43 also cover accounting and 40 also cover tax; 31 also work in Carolina and 4 also work in Charlotte, North Carolina.

    Behind Huggins & Company CPA, ahead of Hughes Pittman & Gupton, LLP.

As of 2026-11-02. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

What the business tells TrustList

Founded
1996 (30 years) evidence sent

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