Steven Wilson is a CFA-designated registered investment advisor at Capital Advisers, INC., based in Raleigh, NC. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 723 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Advisers charges a percentage of the value of your investments on a quarterly basis. The fee is agreed upon between you and Capital Advisers. There is a minimum annual fee of $1,000, but Capital Advisers has not been enforcing this.
Location
100 East Six Forks Road, Suite 250, Raleigh, NC, 27609
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven engages in solo legal and consultancy work, holds life, accident, health, Medicare Supplement, and LTC licensing in NC for occasional sales, and has an inactive real estate license in NC. He spends minimal time on these non-investment related businesses.
Employment History
Current Registrations
Capital Advisers, INC.
State Registrations1 state
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.