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RH

Richard H. Halverson

CAPITAL INVESTMENT ADVISORY SERVICES
ST SIMONS ISLAND, GA 31522
CRD#: 7802596
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RH
Richard Hunter HalversonCAPITAL INVESTMENT ADVISORY SERVICES

Professional summary

Richard Hunter Halverson, who also goes by Hunter Halverson, Richard Hunter Raymond Halverson, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in St Simons Island, Georgia and CAPITAL INVESTMENT GROUP, INC. located in St. Simons Island, Georgia.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Richard has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hunter Halverson | Richard Hunter Raymond Halverson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Hunter Halverson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 20, 2026 - Present

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Office #1: 1700 Frederica Rd Ste 200, St Simons Island, GA 31522
RIA
CRD#: 149124
ST SIMONS ISLAND, GA
Current

February 17, 2026 - Present

CAPITAL INVESTMENT GROUP, INC.

Office #1: 1700 Frederica Rd, Ste 200, St. Simons Island, GA 31522
BD
CRD#: 14752
ST. SIMONS ISLAND, GA
Past

October 16, 2024 - January 7, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BRUNSWICK, GA
Past

October 14, 2024 - January 7, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

February 12, 2024 - October 24, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
BRUNSWICK, GA
Past

December 21, 2023 - October 24, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
BRUNSWICK, GA

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
Florida
(2/17/2026)
RR
Georgia
(2/17/2026)
IAR
Georgia
(2/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/21/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/6/2023
Securities Industry Essentials Examination
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)
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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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIAS ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts8,619
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#: 149124St Simons Island, GA 31522

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