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Capital Investment Counsel, Inc.
Capital Investment Counsel, Inc is an asset management and investment advisory firm headquartered in Denver, Colorado. Founded in 2007, the firm delivers individually tailored portfolio management services to clients, focusing primarily on equity and fixed-income markets. With a dedicated team of 7-8 employees, CIC serves high-net-worth individuals and families, municipalities, and other investment clients, emphasizing personal service, objective investment guidance, and keen financial insight. The firm prides itself on its foundation of knowledge, integrity, and experience, and is fully SEC-registered as an investment adviser.
Investment Strategy
Capital Investment Counsel, Inc creates individually tailored portfolios, primarily positioned in equity and fixed-income markets. Their investment program emphasizes patience and discipline, tailoring strategies to meet each client’s specific needs. The firm is built around a philosophy of knowledge, integrity, and experience, and believes that patience, discipline, and individually customized management are key to long-term investment success. Their discretionary portfolio management is predominantly for high-net-worth individuals, placing client interests first through objective and disciplined investment guidance.
Latest 13F Filing Activity
Capital Investment Counsel, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 246 equity positions with a total 13F market value of $752M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Palantir Technologies Inc. among other positions. Capital Investment Counsel, Inc. reduced exposure to Apple Inc., Direxion SHS Etf TR, Lam Research Corp. among others.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 16.30% | $122.6M | 597,740 | $142.18 | $205.17 | -$5.1M |
N NVDA | NVIDIA CORPORATION | 13.59% | $102.3M | 647,266 | $12.96 | $157.99 | +$30.9M |
C COST | COSTCO WHSL CORP NEW | 8.91% | $67.1M | 67,733 | $318.01 | $989.94 | +$2.4M |
W WMT | WALMART INC | 4.12% | $31.0M | 316,801 | $39.63 | $97.78 | +$3.0M |
M MSFT | MICROSOFT CORP | 3.39% | $25.5M | 51,306 | $78.57 | $497.41 | +$6.3M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | President | Chapel Hill, NC , United States | |
 | Portfolio Manager | Raleigh, NC , United States | |
R Richard Bryant | President and Chief Executive Officer | Raleigh, NC , United States | |
 | Principal | Raleigh, NC , United States | |
A Angela Peron | Vice President of Investment Department | — | |
 | Director of Capital Bank Partners | Wilmington, NC , United States | |
 | Registered Principal | Hickory, NC , United States | |
L Lesego Mokgethi | Business Analyst | Bloemfontein, FS , South Africa |
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