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CAPITAL ADVISERS, INC.

RALEIGH, NC · CRD 118442 · IAPD ↗ · capitaladvisersinc.com · 919-865-1930

$620.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — CAPITAL ADVISERS, INC. crossed $500M in regulatory AUM ($360.0M -> $560.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.