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CRD 104591
RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM HAROLD EDDINS | n/a | RALEIGH, NC | 22 | 39 | n/a | yes |
| KURT ALAN DRESSLER | n/a | RALEIGH, NC | 22 | 33 | n/a | yes |
| RICHARD STAATS BATTLE | n/a | RALEIGH, NC | 20 | 33 | n/a | yes |
| RONALD LEE KING | n/a | RALEIGH, NC | 18 | 32 | 2 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRYANT, RICHARD, KING | PRESIDENT AND TREASURER | Na | yes | 08/1984 | Apr 29, 2026 | Apr 29, 2026 |
| KING, RONALD, LEE | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2007 | Apr 29, 2026 | Apr 29, 2026 |
| R. BRYANT FAMILY PARTNERS, LTD. | Owner | E | yes | 10/2012 | Apr 29, 2026 | Apr 29, 2026 |
| BRYANT, RICHARD, KING | GENERAL PARTNER OF R. BRYANT FAMILY PARTNERS, LTD. | F | yes | 12/1996 | Mar 30, 2012 | Apr 29, 2024 |
| R.B.S.B. FAMILY TRUST | OWNER IN R. BRYANT FAMILY PARTNERS, LTD. | E | yes | 12/1996 | Oct 1, 2012 | Apr 29, 2024 |
| SADLER, SUSANNE | TRUSTEE OF R.B.S.B FAMILY TRUST | F | yes | 03/2014 | Apr 30, 2014 | Apr 29, 2024 |
| DRESSLER, KURT, ALAN | VICE PRESIDENT | A | no | 01/2015 | Apr 29, 2026 | Apr 29, 2026 |
| EDDINS, WILLIAM, HAROLD | VICE PRESIDENT | A | no | 01/2015 | Apr 29, 2026 | Apr 29, 2026 |
| HARRINGTON, SUE, ELLEN | Secretary | Na | no | 10/2001 | Apr 29, 2026 | Apr 29, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | n/a | Bd affiliated wealth | $2.4B | N | yes | n/a |
| CAPITAL ADVISERS, INC. | n/a | Independent wealth | $620M | N | yes | n/a |
| CAPITAL INVESTMENT BROKERAGE, INC. | n/a | n/a | n/a | N | yes | n/a |
| CAPITAL INVESTMENT GROUP, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $1.0B | $1.0B | 11 | 4 | 0 | n/a | n/a |
| 2024 | Apr 30, 2025 | $889M | $889M | 10 | 4 | 0 | n/a | n/a |
| 2023 | Apr 28, 2023 | $538M | $538M | 9 | 4 | 0 | n/a | n/a |
| 2022 | Apr 28, 2022 | $589M | $589M | 10 | 5 | 0 | n/a | n/a |
| 2021 | Apr 28, 2021 | $510M | $510M | 10 | 5 | 0 | n/a | n/a |
| 2020 | Apr 27, 2020 | $383M | $383M | 10 | 6 | 0 | n/a | n/a |
| 2019 | Apr 2, 2019 | $313M | $313M | 11 | 6 | 0 | n/a | n/a |
| 2018 | Apr 26, 2018 | $312M | $312M | 11 | 6 | 0 | n/a | n/a |
| 2017 | Apr 27, 2017 | $264M | $264M | 11 | 8 | n/a | n/a | n/a |
| 2016 | Apr 29, 2016 | $223M | $223M | 21 | 8 | n/a | n/a | n/a |
| 2015 | Apr 30, 2015 | $250M | $250M | 21 | 8 | n/a | n/a | n/a |
| 2014 | Apr 30, 2014 | $273M | $273M | 21 | 8 | n/a | n/a | n/a |
| 2013 | Apr 30, 2013 | $229M | $229M | 21 | 8 | n/a | n/a | n/a |
| 2012 | Apr 30, 2012 | $230M | $230M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $889M | 15.1% | $589M | 20.2% | 11 | 10 | 0 | 0 |