CAPITAL INVESTMENT Overview

Capital Investment Counsel Inc is an investment advisor that manages 250.1 MM dollars in regulatory AUM and has 21 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/07 to 09/30/16. The fund's latest filing disclosed 201MM in positions, representing 80% of the manager's regulatory AUM.

CAPITAL INVESTMENT StockAlpha

-0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 10.68% Tech 1.31% -0.07% 0 42%
XOM 7.15% Energy 2.87% -0.28% 0 29%
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FEATURED IN
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CAPITAL INVESTMENT Founders and Key Employees

Name Title In Position Since
Richard K. Bryant President And Treasurer August-1984
Sue E. Harrington Secretary October-2001
Ronald L. King Chief Compliance Officer November-2007
Kurt A. Dressler Vice President January-2015
William H. Eddins Vice President January-2015

CAPITAL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

8.A. Methods of Analysis and Investment Strategies

We utilize our “5 Point” Investment Philosophy featuring Tax Advantaged Investing and
Multiplication of Stocks and Dividends:

1. by placing major emphasis on cash rich, financially strong companies selling at deep discounts historically, when selecting our portfolio positions. Since we are contrarian and patient by nature, our portfolio turnover (buys and sells) is very low, thus keeping expenses low for our clients;

2. by reinvesting dividends and interest during the year in order to “dollar cost average” back into the markets;

3. by emphasizing the importance of savings or additional contributions to the
portfolio. This additional funding further helps with “dollar cost averaging”;

4. by striving to minimize tax liability by focusing on long-term capital gains, thus keeping your portfolio ...
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CAPITAL INVESTMENT Portfolio Concentration

CAPITAL INVESTMENT Location

17 GLENWOOD AVENUE
RALEIGH, North Carolina
UNITED STATES, 27603

CAPITAL INVESTMENT Contact Information

Phone Number: 919-831-2370
Fax Number: 919-832-7928
Website:

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