AD
ChFC

Arch Ronald Decastrique

47 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
Loading...

Advisor Information

Office location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Arch is the president and sole employee of DeCastrique Financial Services, Inc. The business is used for insurance, financial, and investment products.

Employment History
Current Registrations
Capital Investment Advisory Services, LLC
January 2013 - Present · 13 yrs
Capital Investment Group, INC.Broker
January 2010 - Present · 16 yrs
Previous Registrations
Cic Advisers, LLC
January 2010 - December 2012 · 2 yrs 11 mos
Nationwide Securities, LLC Broker
August 2008 - December 2009 · 1 yr 4 mos
Nationwide Securities, LLC
August 2008 - December 2009 · 1 yr 4 mos
1717 Capital Management Company
July 2008 - August 2008 · 1 mo
1717 Capital Management CompanyBroker
June 2007 - August 2008 · 1 yr 2 mos
Nationwide Securities, INC. Broker
July 2005 - August 2007 · 2 yrs 1 mo
1717 Capital Management CompanyBroker
May 2003 - December 2004 · 1 yr 7 mos
1717 Capital Management Company
December 2001 - March 2003 · 1 yr 3 mos
1717 Capital Management CompanyBroker
May 2001 - March 2003 · 1 yr 10 mos
1717 Capital Management CompanyBroker
July 1995 - May 2001 · 5 yrs 10 mos
Equico Securities, INC. Broker
October 1980 - July 1995 · 14 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1977 - July 1995 · 17 yrs 9 mos
State Registrations6 states
GANCNHNJSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Arch Ronald Decastrique - Financial Advisor | AdvisorDiscover