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Cameron Evans

Capital Investment Advisory Services, LLC
22 Years of Experience
Greenville, NC
2 DisclosuresSells Insurance
View SEC Summary
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Cameron Evans is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Greenville, NC, with 22 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

905-B Conference Dr, Greenville, NC, 27858

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History

Regulatory History (2)
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.
Financial
October 2020
Final
Customer Dispute
January 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cameron is an insurance agent with Evans Wealth & Asset Management, Inc. since 2012, selling various insurance products and dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Capital Investment Advisory Services, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Foundations Investment Advisors LLC
May 2021 - September 2025 · 4 yrs 4 mos
Lifepro Asset Management
April 2018 - May 2021 · 3 yrs 1 mo
Fusion Capital Management
May 2014 - December 2018 · 4 yrs 7 mos
First Citizens Investor Services, INC.
June 2008 - June 2012 · 4 yrs
LPL Financial Corporation
October 2005 - May 2008 · 2 yrs 7 mos
Raymond James Financial Services
December 2001 - October 2005 · 3 yrs 10 mos
State Registrations1 state
NC
Advisor

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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