RO
Renita K. Owens
CAPITAL INVESTMENT ADVISORY SERVICES
GREENVILLE, SC 29601
Some features on this profile are disabled
CRD#: 4370012
RO
Professional summary
Renita Kay Mcneely Owens, who also goes by Renita M Owens, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in Greenville, South Carolina and CAPITAL INVESTMENT GROUP, INC. located in Greenville, South Carolina.
Renita is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Renita has worked at 4 firms and has passed the Series 65, Series 63, Series 22TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Renita M Owens
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CELIA W. CLARK REVOCABLE TRUST U/A DATED 10/12/2010 AS AMENDED. TRUSTEE. 1441 AUGUSTA STREET, GREENVILLE, SC 29605. ROLE INCLUDES RESPONSIBILITY TO MAKE PRUDENT INVESTMENTS AND SAFE-GUARD ASSETS IN THE TRUST, FOLLOWING INSTRUCTIONS OF THE TRUST REGARDING DISTRIBUTIONS TO THE BENEFICIARIES. STARTED 9/2016. 5 HRS/MONTH, 3 DURING NORMAL TRADING HRS. 2. RUNNING DEER, LLC. MANAGING MEMBER. 1441 AUGUSTA STREET, GREENVILLE, SC 29605. LLC OWNS A TRACT OF REAL ESTATE CONTRIBUTED BY REP'S MOTHER FOR THE PURPOSE OF MARKETING IT FOR SALE. STARTED 9/2016. 2 HRS/MO, 2 DURING NORMAL TRADING HRS. NOT INVESTMENT RELATED. 3. WOODSTONE WEALTH MANAGEMENT, LLC. MANAGING MEMBER. 301 AUGUSTA ST, GREENVILLE, SC 29601. STARTED 9/2022. INCLUDES INVESTMENT ACTIVITIES, FINANCIAL CONSULTATIONS, ESTATE PLANNING AND LIMITED INCOME TAX PREPARATION. 40 HR/WK, 40 HR DURING NORMAL TRADING HRS. INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Renita Kay Mcneely Owens's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2013 - Present
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Office #1: 301 Augusta Street, Ste 100, Greenville, SC 29601RIA
CRD#: 149124
GREENVILLE, SC
Current
January 2, 2004 - Present
CAPITAL INVESTMENT GROUP, INC.
Office #1: 301 Augusta Street Ste 100, Greenville, SC 29601BD
CRD#: 14752
Greenville, SC
Past
July 28, 2004 - December 31, 2012
CIC ADVISERS, LLC
RIA
CRD#: 130735
GREENVILLE, SC
Past
May 21, 2001 - February 13, 2004
W.C. SMITH & COMPANY, INC.
BD
CRD#: 36865
GREENVILLE, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC
CRD#: 149124 / SEC#: 801-69846
RIA
Registered Investment Advisory firm - (1/5/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
South Carolina(1/2/2004)
IAR
South Carolina(1/7/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 8/13/2019
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC
CRD#: 149124 / SEC#: 801-69846
RIA
Registered Investment Advisory firm - (1/5/2009 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
100 E. Six Forks Road Suite 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,619 |
| AUM (Assets Under Management) | $ 1,930,938,262 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD#: 149124Greenville, SC 29601TRUST BUT VERIFY
Monitor Renita Owens
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
