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Owner, President, Chief Investment Officer, Chief Compliance Officer · Capital Advisers, Inc.

Steven B. Wilson

CRD 5276176 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Advisers, Inc., an SEC-registered wealth manager based in Raleigh, NC with $620 million in regulatory assets, lists Steven B. Wilson on its Form ADV as Owner, President, Chief Investment Officer, Chief Compliance Officer, a control person.

Firms and roles

  • Capital Advisers, Inc.Owner, President, Chief Investment Officer, Chief Compliance OfficerWealth manager · Raleigh, NC · $620M in regulatory assets

AtlasMembers

Steven’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
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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

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