Capital Advisers, Inc.

About Capital Advisers, Inc.

<p>Independent and objective wealth management is the focus at this Raleigh firm, which works with individuals, families, and institutional clients across the Raleigh–Durham metro and throughout North Carolina.</p> <p>Capital Advisers, Inc. is based at 100 E. Six Forks Road, Suite 250, Raleigh, NC 27609. The firm avoids cookie-cutter recommendations and instead builds plans around a client’s full financial picture, including goals and concerns.</p> <p>For retirement plans, Capital Advisers offers 3(21) fiduciary services and 3(38) investment management for employers that want help with investment selection, monitoring, and documentation. The team can act as a partner to plan sponsors and other <a href="/retirement-plans">retirement plan providers</a> involved in plan administration and compliance.</p> <p>Capital Advisers reported $560 million in AUM as of March 2024 and $0.6B AUM in 2026.</p> <ul> <li>3(21) co-fiduciary investment advice for plan sponsors</li> <li>3(38) discretionary investment management</li> <li>Investment policy and fund lineup review</li> <li>Ongoing monitoring and reporting support</li> </ul>

Website: http://www.capitaladvisersinc.com