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Abigail Tilley

3 Years of Experience
1 DisclosureBroker

Abigail Tilley is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Raleigh, NC, with 3 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,673 clients
Average Client Portfolio
$340K average
Assets Under Management
$1.9B

Fee Structure

Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

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History

Regulatory History (1)
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Financial
February 2024
Final
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
May 2025 - Present · 11 mos
Capital Investment Group, INC.Broker
May 2025 - Present · 11 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2025 · 2 mos
Fidelity Personal and Workplace Advisors
June 2023 - March 2025 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
February 2023 - May 2025 · 2 yrs 3 mos
State Registrations1 state
NC
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.
Abigail Tilley - Financial Advisor | TrueAdvisor