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Managing Member, Trustee of MRJ 2024 Irrevocable Trust, and Trustee of JAJ 2024 Irrevocable Trust · Capital Investment Counsel, LLC

Stephen J. Dreiling

CRD 2543502 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Investment Counsel, LLC, an SEC-registered wealth manager based in Denver, CO with $1.4 billion in regulatory assets, lists Stephen J. Dreiling on its Form ADV as Managing Member, Trustee of MRJ 2024 Irrevocable Trust, and Trustee of JAJ 2024 Irrevocable Trust, a control person.

Firms and roles

  • Capital Investment Counsel, LLCManaging Member, Trustee of MRJ 2024 Irrevocable Trust, and Trustee of JAJ 2024 Irrevocable TrustWealth manager · Denver, CO · $1.4B in regulatory assets

AtlasMembers

Stephen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Christian K. JohnsonManaging Member, Trustee of SSD 2024 Irrevocable Trust, and GAD 2024 Irrevocable Trust, Capital Investment Counsel, LLC
  • Jake A. JohnsonMember, Capital Investment Counsel, LLC
  • Samantha J. CoxChief Compliance Officer, Capital Investment Counsel, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.