Provided by Convergence Inc.
Institutional intelligence for the asset management industry

CAPITAL INVESTMENT COUNSEL INC

Business and Investment Profile

The CAPITAL INVESTMENT COUNSEL INC is a publicly held investment adviser that advises $1.26Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPITAL INVESTMENT COUNSEL INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 278.33% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 36.27 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 501 BRICKELL KEY DRIVE SUITE 601, MIAMI, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 8 US and Non-US bodies.

Employee Profile

They have 84 employees comprised of 39 investment and 45 non-investment staff. The total number of Employees increased by 4,100% over the last 5-years.

Asset Profile

Their $1.26Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 101 other accounts. Assets of High Net Worth Individuals clients own $910.59mn or 72.06% of Total Assets and Corporations or Other Businesses own $318.87mn or 25.23% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

CAPITAL INVESTMENT COUNSEL INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CAPITAL INVESTMENT COUNSEL INC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Capital Investment Counsel, Bbva Global Wealth Advisors, Bbva
Generated 2026-09-12T06:49:17.0281816.  © 2026 Convergence.