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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAPITAL ADVISERS, INC.

CRD 118442

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67156ae8-ced5-bf3c-cc38-6b2239dcd8db

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 1
Observed: Jan 18, 2012 to Jan 28, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Capital Advisers, Inc.

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $620MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $620M
Private client RAUM: $470MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $155Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,505
Individual clients: 550
High net worth clients: 60
SEC number: 801-63487
CRD: 118442
Filings on the tape: 22
First filed: Jan 18, 2012
Latest filed: Jan 28, 2026
Organised: Corporation, NC
Website: capitaladvisersinc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Matthew Bockhorst	n/a	RALEIGH, NC	2	13	1	no
DANIEL MARK GAUGERT	Chartered Financial Consultant	RALEIGH, NC	2	34	2	no
STEVEN BLAIR WILSON	Chartered Financial Analyst	RALEIGH, NC	1	22	n/a	no
RANDOLPH MCCRAVEN NASH	n/a	Charlotte, NC	0	43	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRYANT, RICHARD, KING	INDIRECT OWNER	D	yes	01/1997	Jan 18, 2012	Mar 13, 2024
WILSON, STEVEN, BLAIR	OWNER, PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	D	yes	01/2022	Jan 18, 2012	Mar 13, 2024
Rollinson, William, J.	PRINCIPAL AND EXECUTIVE VICE PRESIDENT	Na	no	12/2020	Apr 1, 2021	Mar 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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 INVESTMENT COUNSEL INC	n/a	Independent wealth	$1.0B	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

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 28, 2026	$620M	$620M	5	2	0	n/a	n/a
2024	Mar 31, 2025	$504M	$504M	5	2	0	n/a	n/a
2023	Mar 13, 2024	$560M	$560M	3	3	0	n/a	n/a
2022	Mar 31, 2023	$360M	$360M	2	2	0	n/a	n/a
2021	Mar 31, 2022	$431M	$431M	2	2	0	n/a	n/a
2020	Apr 1, 2021	$368M	$368M	4	2	0	n/a	n/a
2019	Feb 25, 2020	$329M	$329M	4	2	0	n/a	n/a
2018	Feb 8, 2019	$271M	$271M	4	2	0	n/a	n/a
2017	Feb 7, 2018	$293M	$293M	5	2	0	n/a	n/a
2016	Jan 23, 2017	$253M	$253M	5	2	n/a	n/a	n/a
2015	Jan 5, 2016	$218M	$218M	5	2	n/a	n/a	n/a
2014	Jan 15, 2015	$219M	$219M	5	2	n/a	n/a	n/a
2013	Jan 16, 2014	$225M	$225M	5	2	n/a	n/a	n/a
2012	Jan 15, 2013	$174M	$174M	5	2	n/a	n/a	n/a
2011	Jan 18, 2012	$153M	$153M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$620M	$504M	23.1%	$360M	19.9%	5	5	0	0

Relationships

Registered with (4)

← RANDOLPH MCCRAVEN NASHAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← STEVEN BLAIR WILSONAdvisorregistration: current employment
Apr 18, 2025 to presentfactForm ADV
← DANIEL MARK GAUGERTAdvisorregistration: current employment
Aug 28, 2024 to presentfactForm ADV
← Matthew BockhorstAdvisorregistration: current employment
Nov 28, 2023 to presentfactForm ADV

Affiliated with (4)

← CAPITAL INVESTMENT COUNSEL INCRegistered adviserother investment adviser, common control
factForm ADV
← CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAPITAL INVESTMENT COUNSEL INCRegistered adviserother investment adviser, common control
factForm ADV
→ CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← BRYANT, RICHARD, KINGOwnerINDIRECT OWNER, ownership code D, individual
Jan 18, 2012 to Mar 13, 2024factForm ADV
← WILSON, STEVEN, BLAIROwnerOWNER, PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 18, 2012 to Mar 13, 2024factForm ADV

Owns (1)

← Rollinson, William, J.OwnerPRINCIPAL AND EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Apr 1, 2021 to Mar 13, 2024factForm ADV

Dated events

Occurred
Mar 13, 2024
Regulatory AUM changed
Capital Advisers, Inc. reported RAUM $560.0M, up 56% from $360.0M (2023-03-31 to 2024-03-13)
Form ADVobserved 4 days ago
$200M
Occurred
Mar 31, 2022
Control person left
Sutton Roland Jones (President And Chief Compliance Officer) no longer on Schedule A of Capital Advisers, Inc. (listed 2021-04-01, absent 2022-03-31)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67156ae8-ced5-bf3c-cc38-6b2239dcd8db
First observed: Jan 18, 2012
Last observed: Jan 28, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITAL ADVISERS, INC.

CRD 118442

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67156ae8-ced5-bf3c-cc38-6b2239dcd8db

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Matthew Bockhorst

n/a

RALEIGH, NC

DANIEL MARK GAUGERT

Chartered Financial Consultant

RALEIGH, NC

STEVEN BLAIR WILSON

Chartered Financial Analyst

RALEIGH, NC

n/a

RANDOLPH MCCRAVEN NASH

n/a

Charlotte, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRYANT, RICHARD, KING

INDIRECT OWNER

yes

01/1997

Jan 18, 2012

Mar 13, 2024

WILSON, STEVEN, BLAIR

OWNER, PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 18, 2012

Mar 13, 2024

Rollinson, William, J.

PRINCIPAL AND EXECUTIVE VICE PRESIDENT

12/2020

Apr 1, 2021

Mar 13, 2024

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

yes

n/a

CAPITAL INVESTMENT COUNSEL INC

n/a

Independent wealth

$1.0B

yes

n/a

CAPITAL INVESTMENT BROKERAGE, INC.

n/a

yes

n/a

CAPITAL INVESTMENT GROUP, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$620M

n/a

2024

Mar 31, 2025

$504M

n/a

2023

Mar 13, 2024

$560M

n/a

2022

Mar 31, 2023

$360M

n/a

2021

Mar 31, 2022

$431M

n/a

2020

Apr 1, 2021

$368M

n/a

2019

Feb 25, 2020

$329M

n/a

2018

Feb 8, 2019

$271M

n/a

2017

Feb 7, 2018

$293M

n/a

2016

Jan 23, 2017

$253M

n/a

2015

Jan 5, 2016

$218M

n/a

2014

Jan 15, 2015

$219M

n/a

2013

Jan 16, 2014

$225M

n/a

2012

Jan 15, 2013

$174M

n/a

2011

Jan 18, 2012

$153M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$620M

$504M

23.1%

$360M

19.9%