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Cort Frederick Meinelschmidt

Capital Investment Advisory Services, LLC

Raleigh, NC

Hagerstown, MD

CRD 4757304

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Employer firm

Capital Investment Advisory Services, LLC CRD 149124

$2.39B regulatory AUM 217 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Investment Advisory Services, Llc

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-07
  • MD RA
    APPROVED
    Since 2025-01-07

Branch Locations

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

38 South Potomac St Suite 203, Hagerstown, MD 21742 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sentinel Capital Solutions Hagerstown MD 06/2011 Present
Capital Investment Group, Inc. Hagerstown MD 04/2012 12/2017
Capital Investment Advisory Services, Llc Raleigh NC 01/2025 Present
Previous Registrations
  • 2011-08-02 → 2025-04-14
    Sentinel Capital Solutions
    Hagerstown, MD
  • 2011-07-08 → 2012-03-07
    Wfg Advisors, Lp
    Hagerstown, MD
  • 2010-05-19 → 2011-07-12
    Fort Mill, SC
    Hagerstown, MD
    Hagerstown, MD
    Hagerstown, MD
  • 2007-03-13 → 2010-05-06
    Hagerstown, MD
    Hagerstown, MD
Other Businesses

1. Cort Meinelschmidt is the president of Meinelschmdit Distillery; Investment Related: No; Location: 54 South Potomac St, Suite 102 Hagerstown Maryland 21740 USA; Description of the business: Distillery; Start date with business: 2021-03-05; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0. 2. VEVA'S ON POTOMAC. PRESIDENT. STARTED 3/2025. 38 SOUTH POTOMAC ST, HAGERSTOWN, MD 21740. FULL SERVICE RESTAURANT UNDER MEINELSCHMIDT DISTILLERY. 8 HRS/WK, 1 HR DURING NORMAL TRADING HRS. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-02
S63 Uniform Securities Agent State Law Examination 2004-04-09
  • S66 Uniform Combined State Law Examination
    2007-03-02
  • S63 Uniform Securities Agent State Law Examination
    2004-04-09

View on SEC IAPD

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