Steven Blair Wilson
Investment adviser representative at Capital Advisers, Inc.
22 yearsExperience
1 stateRegistered in
CFADesignation
$620MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Capital Advisers, Inc.Sep 2004 to now
- Capital Investment Group, Inc.Sep 2004 to Apr 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Capital Advisers, Inc.
$620MAssets managed
723Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5276176
- Firm CRD
- 118442