Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
5,673 clients
Average Client Portfolio
$340K average
Assets Under Management
$1.9B

Fee Structure

Minimum Annual Fee:$500
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Location

100 E. Six Forks Road, Suite 200, 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 Activities

Aaron is a co-owner of Tobacco Road Real Estate Group LLC and manages rental property since 2011. This activity is not investment-related and takes about 10-20% of his time, typically after business hours.

Employment History
Current Registrations
Capital Investment Advisory Services, LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Cardinal Financial
September 2013 - October 2021 · 8 yrs 1 mo
Wells Fargo Advisors, LLC
July 2011 - August 2013 · 2 yrs 1 mo
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Aaron Brandon Smith - Financial Advisor | TrueAdvisor