Craig Murchison Mcdaniel

CFP

Capital Investment Advisory Services, LLC

42 Years of Experience

6 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Capital Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

106 advisors

Number of Clients

5,673 clients

Average Client Portfolio

$340K average

Assets Under Management

$1.9B

Fee Structure

Minimum Annual Fee:$500

Location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

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History

Regulatory History (6)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2024

Settled

Customer Dispute

February 2024

Settled

Customer Dispute

February 2024

Settled

Customer Dispute

July 2023

Settled

Customer Dispute

January 2023

Settled

Customer Dispute

November 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Craig is an insurance agent with The McDaniel Corporation and sells fixed insurance through various companies, dedicating about a quarter of his time to these activities. He is also involved in numerous LLCs related to real estate and owns rental properties, spending minimal time on each.

Employment History

Current Registrations

Capital Investment Advisory Services, LLC

September 2009 - Present · 16 yrs 5 mos

Capital Investment Group, INC.

January 2004 - Present · 22 yrs 1 mo

Capital Investment Group, INC.Broker

January 2004 - Present · 22 yrs 1 mo

Previous Registrations

Cic Advisers, LLC

August 2004 - September 2009 · 5 yrs 1 mo

W.C. Smith & Company, INC.Broker

June 1998 - December 2003 · 5 yrs 6 mos

Manequity, INC.Broker

October 1991 - January 1998 · 6 yrs 3 mos

Royal Alliance Associates, INC.Broker

November 1989 - May 1998 · 8 yrs 6 mos

Integrated Resources Equity CorporationBroker

March 1983 - November 1989 · 6 yrs 8 mos

State Registrations38 states

AKARAZCACOFLGAHIIAIDILINKYLAMDMEMIMNMOMSNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.