The CAPINV GROUP is a privately held investment adviser that advises $4.04Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPINV GROUP 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 81.76% over the last 5-years.
The Group has been registered with the SEC for 42.39 years and is comprised of 3 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 100 E. SIX FORKS ROAD SUITE 200, RALEIGH, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 107 employees comprised of 93 investment and 14 non-investment staff. The total number of Employees decreased by 17.05% over the last 5-years.
Their $4.04Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 267 other accounts. Assets of High Net Worth Individuals clients own $2.22Bn or 55.09% of Total Assets and Individuals own $1.46Bn or 36.27% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
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.
The Group discloses fixed fees and management fees.
CAPINV GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.