Capital Investment Companies Expands across the Southeast

Two Savannah, Ga. Companies Join Capital Investment Companies

RALEIGH, N.C.--()--Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, has expanded their footprint into Savannah, Ga., with the addition of Brouillette & Cowan, Inc. and Financial Architects of the Low Country, LLC.

“It’s invigorating to see the firm continuing to expand with new talent,” said Ben Brooks, President of Capital Investment Companies. “In the last decade, we have seen many independent broker-dealers change hands, reduce staff and even dissolve. We’re proud to continue offering registered representatives the comfortable, supportive ‘family’ feel that nearly 200 advisors, in 16 states, enjoy at Capital. We have the right team, a strong advisory platform and a brand that should enable us to become a dominant regional player in the years to come.”

Brouillette & Cowan, Inc. is comprised of independent representatives Jason Cowan and Marianne Brouillette. Cowan and Brouillette have a combined 25 years of experience in the financial services industry. Brouillette & Cowan, Inc. proudly provide personalized financial solutions to the clients they serve, with the goal of creating and preserving wealth while maximizing tax savings.

“Once we decided that we were going to change broker/dealers, we knew that we wanted to find a firm with a long-term history of supporting truly independent financial advisors and one that focused on the quality of advisors instead of quantity of advisors. Capital Investment Companies’ corporate goal is: ‘to not be the biggest, just the best’ and from our experience thus far, they have met that goal and have provided us with the highest degree of service, support, and courtesy we have ever experienced. We are proud to be a part of the Capital family and we look forward to all the new benefits our association with them will provide to us as well as our clients,” says Jason Cowan.

Hugh F. Hale, III, founder and President of Financial Architects of the Low Country, LLC has also joined Capital Investment Companies. With deep roots in utilizing insurance as a planning and income tool, Financial Architects has grown to expand its offering to both business owners and individual families. Their ingenuity and creativity has allowed them to bring specialized vehicles to protect and grow assets in the most tax advantaged ways possible and reduce the tax liabilities of their clients.

“Our firm has grown over the last 4 years and we needed a broker/dealer that could grow with us and provide the platform to serve the complex needs of our clients,” said Hugh Hale, President of Financial Architects of the Low Country, LLC. “Our clients’ needs range from life insurance, to investment planning for families, to captive insurance for business owners. We treat our clients as family and the service and culture of Capital Investment Companies is the perfect fit for our corporate culture.”

About Capital Investment Companies Capital Investment Companies is comprised of Capital Investment Brokerage, Inc. and Capital Investment Group, Inc., registered broker/dealers (Members FINRA/SIPC), Capital Investment Counsel, Inc. and Capital Investment Advisory Services, LLC (two SEC registered investment advisory firms) and their affiliates. Capital Investment Companies (www.cico.us) is one of the largest independent financial services and brokerage organizations in the Southeastern United States. Headquartered in Raleigh, N.C., the firm offers a wide variety of financial services including: traditional investment brokerage, money management, mutual fund management, insurance services, estate planning, retirement plans, trust services, mortgage services, and a community foundation. They offer their services to individuals, corporations, and the CPA and banking community.

Contacts

Capital Investment Companies
Aubrey Poe
apoe@capital-invest.com

Release Summary

Capital Investment Companies expands across the southeast.

Contacts

Capital Investment Companies
Aubrey Poe
apoe@capital-invest.com