Capital Advisers

EST. AUM
$620,000,000

CONTACTS
4

CLIENT ACCOUNTS
1,505

Firm Details

Metro area Raleigh
CRD Number 118442
Website capitaladvisersinc.com
Client types

Overview

Capital Advisers, Inc., (hereinafter, "Capital Advisers") began in 1994 with an investment from Roland Jones and an individual interested in offering independent, objective, discretionary asset management for his brokerage firm's clients and brokers. Capital Advisers is an independent, objective, open architecture money manager which continually researches, reviews, and monitors the complete investment universe of no-load and load-waived mutual funds, exchange-traded funds, and separate account managers to create a customized portfolio of traditional and alternative asset classes based upon each client's risk tolerance and objectives. Always independent and not affiliated with any other organization, it offers no proprietary products. It engages only in discretionary asset management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Advisers

Platform Details

Investment Preferences

Alternative Activity

Address

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