Capital Investment Counsel Inc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 1,271
- Avg AUM / client
- $805K
- Accounts
- 1,271
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 764 | $122M | 12.0% |
| High net worth individuals | 457 | $791M | 77.3% |
| Pension and profit sharing plans | 16 | $58.1M | 5.68% |
| Charitable organizations | 1 | $414K | 0.04% |
| Corporations and other businesses | 33 | $51.5M | 5.03% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryant, Richard, King | President And Treasurer | Aug 1984 (42y) | Less than 5% | |
| Harrington, Sue, Ellen | Secretary | Oct 2001 (25y) | Less than 5% | |
| Kurt Alan Dressler | Vice President | Feb 2004 (22y) | 5% – 10% | |
| William Harold Eddins | Vice President | Feb 2004 (22y) | 5% – 10% | |
| Ronald Lee King | Chief Compliance Officer | Nov 2007 (19y) | Less than 5% | |
| Sadler, Susanne | Trustee Of R.B.S.B Family Trust | Mar 2014 (12y) | GP / trustee / elected manager of R.B.S.B Family Trust (indirect) | |
| Richard Staats Battle | Registered representative | Oct 2005 (21y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| R. Bryant Family Partners, Ltd. | Owner | Oct 2012 | A | 75% or more |
| R.B.S.B. Family Trust | Owner In R. Bryant Family Partners, Ltd. | Dec 1996 | B | ≈ 56.25% – 100% via R. Bryant Family Partners, Ltd. |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- R.B.S.B. Family Trust: 75% – 100% of R. Bryant Family Partners, Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $973M (95% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗