CM
CFP
Craig Murchison Mcdaniel
42 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
106 advisors
Number of Clients
5,673 clients
Average Client Portfolio
$340K average
Assets Under Management
$1.9B
Fee Structure
Minimum Annual Fee:$500
Financial Plan Fee:$500 - $2,500
Hourly Rate:Up to $250/hr
CIAS's basic fee for portfolio management is up to 2% annually, but this is negotiable. Fees for financial planning and portfolio review services range from $500 to $2,500 on a fee basis or up to $250/hour. There is no minimum account size, but accounts may be subject to a minimum annual fee of $500, which may be negotiable.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
Get directionsRegulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024Settled
Customer Dispute
February 2024Settled
Customer Dispute
February 2024Settled
Customer Dispute
July 2023Settled
Customer Dispute
January 2023Settled
Customer Dispute
November 2022Settled
Other Business ActivitiesSells Insurance
Craig is an insurance agent with The McDaniel Corporation and sells fixed insurance through various companies, dedicating about a quarter of his time to these activities. He is also involved in numerous LLCs related to real estate and owns rental properties, spending minimal time on each.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
September 2009 - Present · 16 yrs 4 mos
Capital Investment Group, INC.
January 2004 - Present · 22 yrs
Capital Investment Group, INC.Broker
January 2004 - Present · 22 yrs
Previous Registrations
Cic Advisers, LLC
August 2004 - September 2009 · 5 yrs 1 mo
W.C. Smith & Company, INC.Broker
June 1998 - December 2003 · 5 yrs 6 mos
Manequity, INC.Broker
October 1991 - January 1998 · 6 yrs 3 mos
Royal Alliance Associates, INC. Broker
November 1989 - May 1998 · 8 yrs 6 mos
Integrated Resources Equity CorporationBroker
March 1983 - November 1989 · 6 yrs 8 mos
State Registrations38 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.