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CFP
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CFP

Carlton Blanton

Capital Investment Advisory Services, LLC
26 Years of Experience
Raleigh, NC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Carlton Blanton is a CFP-designated registered investment advisor at Capital Investment Advisory Services, LLC, based in Raleigh, NC, with 26 years of industry experience. Carlton 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
—
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Location

314-025 West Millbrook Road, Raleigh, NC, 27609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carlton is an insurance agent with Blanton Financial Group, dedicating about a quarter of his time to insurance sales and service since 1999. He also owns BHK Investments, LLC, which owns an office building, requiring minimal time since 2000.

Employment History
Current Registrations
Capital Investment Advisory Services, LLC
January 2013 - Present · 13 yrs 9 mos
Capital Investment Group, INC.Broker
January 2000 - Present · 26 yrs 9 mos
Previous Registrations
MML Investors Services, INC.Broker
October 1999 - February 2000 · 4 mos
State Registrations6 states
NCNJOKSCVAVT
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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