Craig Mcdaniel
Craig Mcdaniel is a CFP-designated registered investment advisor at Capital Investment Advisory Services, LLC, based in Raleigh, NC, with 42 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2024Customer Dispute
February 2024Customer Dispute
February 2024Customer Dispute
July 2023Customer Dispute
January 2023Customer Dispute
November 2022Other 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
Capital Investment Group, INC.
Capital Investment Group, INC.Broker
Previous Registrations
Cic Advisers, LLC
W.C. Smith & Company, INC.Broker
Manequity, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.