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CFP

Craig Mcdaniel

Capital Investment Advisory Services, LLC
43 Years of Experience
Columbia, SC
6 DisclosuresBrokerSells Insurance
View SEC Summary
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Craig Mcdaniel is a CFP-designated registered investment advisor at Capital Investment Advisory Services, LLC, based in Columbia, SC, with 43 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,276 clients with $2.4B in assets under management.

Capital Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
102 advisors
Number of Clients
6,276 clients
Average Client Portfolio
$381K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Basic annual fee schedule is up to 2% annually, which is negotiable based on client circumstances. Accounts may be subject to a minimum annual fee of $500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6156 St. Andrews Road, Columbia, SC, 29212

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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 ReportHow 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 · 17 yrs 1 mo
Capital Investment Group, INC.
January 2004 - Present · 22 yrs 9 mos
Capital Investment Group, INC.Broker
January 2004 - Present · 22 yrs 9 mos
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

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.

Exams
No exam information available for this advisor.
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