Capital Investment Companies

Capital Investment Companies

Financial Services

Raleigh, NC 1,795 followers

About us

Capital Investment Companies is primarily comprised of Capital Investment Group, Inc., and Capital Investment Brokerage, Inc., (two FINRA /SIPC Members) and Capital Investment Counsel, Inc. (an SEC registered Investment Advisor). Headquartered in Raleigh, N.C., for 30 years, Capital Investment Companies (www.cico.us) has been one of the largest independent financial services firms in the Southeastern United States. With their affiliates and strategic partners, the firm offers a wide variety of financial services to individuals, institutions and the CPA and banking community including: traditional investment brokerage, money management, investment banking, trust services, mortgage services, estate planning, insurance services, retirement plans and a community foundation.

Industry
Financial Services
Company size
201-500 employees
Headquarters
Raleigh, NC
Type
Privately Held
Founded
1984
Specialties
independent financial services firms, traditional investment brokerage, money management, investment banking, trust services, mortgage services, estate planning, insurance services, retirement plans, and community foundation

Locations

Employees at Capital Investment Companies

Updates

  • Excitement is in the air as we prepare to cheer on the athletes at the Paris Olympics Summer 2024! 🥇 At Capital Investment Companies, we are inspired by the dedication, perseverance, and excellence displayed by competitors from around the globe. 🌍 Just like these athletes, we strive for excellence in everything we do, helping you reach your financial goals with precision and determination. As we celebrate this global event, we are reminded of the power of unity, ambition, and hard work. Here's to the spirit of the Olympics and the shared pursuit of greatness! 🏆 #Paris2024 #Olympics #FinancialExcellence #CapitalInvestment #StriveForGreatness #GlobalUnity

  • Employee Spotlight: Meet Ron King! 🌟 Ron King, our dedicated Chief Compliance Officer, has been an integral part of Capital Investment Companies since 2007. Starting his career as an investment representative, Ron’s journey through various roles in the industry, including investigator with the North Carolina Securities Division, has shaped his comprehensive understanding of regulatory compliance. Ron values the dynamic nature of his role, embracing new challenges and learning opportunities daily. One of Ron's memorable experiences includes overseeing the seamless move to our new office building, demonstrating our commitment to professionalism and client data protection. As he looks to the future, Ron emphasizes the increasing importance of compliance in the financial sector, foreseeing a bright future for Capital Investment Companies with continued evolution and a supportive, family-like culture. We thank you for your contributions and vision for the future. 🌞 #EmployeeSpotlight #CapitalFamily #ComplianceLeadership

    Employee Spotlight: Ron King

    Employee Spotlight: Ron King

    Capital Investment Companies on LinkedIn

  • 🌞✈️ Summer Travel Tips from Capital Investment Companies! ✈️🌞 Summer is in full swing, and July is the perfect month for a getaway! Whether you're planning a weekend road trip or a long-haul adventure, we've got some travel tips, discounts, and money-saving hacks to help you make the most of your vacation without breaking the bank. 💡 Travel Tips: 1. Book in Advance: Secure the best deals on flights and accommodations by booking early. 2. Pack Smart: Avoid extra baggage fees by packing light and bringing only the essentials. 3. Stay Hydrated: Don't forget to carry a reusable water bottle to stay hydrated during your travels. 4. Travel Insurance: Protect yourself from unexpected cancellations or medical emergencies with travel insurance. 💵 Money-Saving Hacks: 1. Flexible Dates: Use flexible date search tools to find the cheapest days to fly. 2. Rewards Programs: Use credit card rewards or airline miles to offset travel costs. 3. Local Cuisine: Save money and experience local culture by eating where the locals do. 4. Public Transport: Use public transportation instead of taxis or rental cars to save money and reduce your carbon footprint. 🏖️ Discounts & Deals: 1. Off-Peak Travel: Travel during off-peak times to enjoy lower prices and fewer crowds. 2. Bundle Deals: Look for package deals that include flights, hotels, and car rentals. 3. Student Discounts: If you're a student, take advantage of special travel discounts available to you. 4. Last-Minute Deals: Keep an eye out for last-minute travel deals on flights and hotels for spontaneous adventures. At Capital Investment Companies, we're committed to helping you make smart financial decisions—whether you're at home or on the go. Travel wisely, enjoy every moment, and return home with memories that last a lifetime. 🌍✨ Where are you headed this July? Share your travel plans and tips in the comments below! 👇👇 #TravelTips #SummerTravel #MoneySavingHacks #TravelSmart #CapitalInvestmentCompanies #FinancialFreedom

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  • Employee Spotlight: Meet Robin VanBurik! 🌟 Originally from Cleveland, Robin moved to Raleigh, over seven years ago. Her journey at Capital began when she was tasked with bringing Albridge to the company, despite never having used it before. Over seven years later and now she serves as the director of Albridge at Capital. In addition, she handles licensing and registrations for compliance, and supports Capital Investment Counsel with back-office tasks. She loves helping colleagues succeed, whether facilitating registrations or streamlining processes. Robin fondly recalls the home office coming together to package thousands of meal bags for Rise Against Hunger, showcasing the Capital Family's commitment to giving back. Reflecting on her career, Robin appreciates Capital's unmatched care for its employees.  Join us in celebrating Robin's contributions and dedication! 🎉   #EmployeeSpotlight #CapitalFamily

    Employee Spotlight: Robin VanBurik

    Employee Spotlight: Robin VanBurik

    Capital Investment Companies on LinkedIn

  • Happy National Insurance Awareness Day! 🏦📝 At Capital Investment Companies, we understand the vital role insurance plays in securing your financial future. Proper insurance coverage is essential for protecting your assets and providing for unexpected events. Here are some key points to consider: 👉 Assess Your Insurance Needs: Begin by evaluating your current financial situation, assets, family needs, and potential risks. This helps in identifying the coverage that best suits your unique circumstances. 👉 Understand Your Policies: Ensure you comprehend the terms and conditions of your insurance policies. 👉 Regularly Review Your Insurance: Insurance needs can evolve over time. Regular reviews of your policies are crucial to ensure they continue to meet your needs and offer the best protection. 👉 Work with Financial Professionals: Our experts can help you navigate the complex world of insurance, ensuring you have the right coverage tailored to your specific needs. Don't wait until it's too late to safeguard your future. 🛡️ #InsuranceAwarenessDay #InsuranceCoverage #InvestInYourFuture #CapitalInvestmentCompanies #CapitalFamily #FinancialSecurity

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  • Employee Spotlight: Meet Kristy Ball! 🌟 Kristy has become a valuable member of Capital's Accounting/Commissions department over the past five years, fostering a culture of efficiency and success. She thrives alongside her colleagues, crediting them with the department's positive atmosphere. A believer in work-life balance, Kristy reminds everyone to "work hard, but have fun too!" This spirit is evident in Capital's culture, from frequent Char-Grill lunches to a parking lot party with a live band and NC State’s mascot, Mr. Wuf! Kristy, we thank you for your contributions and positive attitude! 🌞 #EmployeeSpotlight #CapitalFamily

    Employee Spotlight: Kristy Ball

    Employee Spotlight: Kristy Ball

    Capital Investment Companies on LinkedIn

  • 🌞 Summer's Here! Time for a Financial Checkup 🌞 As we welcome the first day of summer, it's time to enjoy vacations, outdoor activities, and quality time with family and friends. But it's also the perfect opportunity to give your finances a quick mid-year checkup. Here are a few questions to ask yourself to ensure you're on track for a successful year: 🌱 Are your goals still the same? Has market volatility or other changes affected your financial goals? If so, it might be time to revisit and adjust them. 💳 How's your credit score? A quick double-check can help you spot any issues, like identity theft, before they become serious problems. 📈 Are your contributions on track? Consider increasing your contributions to personal or workplace-sponsored savings plans if it aligns with your goals. 💸 Does your scheduled spending still make sense? Examine any impacts from market changes and ensure your spending plans align with your current reality. If any of these questions have you wondering about your financial situation, we're here to help. Feel free to reach out to discuss your financial picture—whether it's summertime or any time. #FinancialPlanning #SummerCheckup #Goals #CapitalInvestmentCompanies

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