Stephen Dreiling
Capital Investment Counsel · Denver, Colorado
Stephen Dreiling is a fee-only financial advisor at Capital Investment Counsel in Denver, Colorado, who holds the CFP credential. Stephen charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | Capital Investment Counsel |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $1.35B across 1,408 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2543502 |
| Exams passed | Series 63 (1995) · Series 66 (2000) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | cicwealthadvisors.com |
| Profile |
How Stephen's firm compares
- Capital Investment Counsel's average account is about $960,000, from its Form ADV (assets managed divided by 1,408 accounts).
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Questions about Stephen
Is Stephen Dreiling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Capital Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen charges a percentage of assets.
Where is Stephen Dreiling based?
Stephen Dreiling is based in Denver, Colorado.
What does Stephen specialize in?
Stephen's specialties include retirement planning.
What credentials does Stephen Dreiling hold?
Stephen Dreiling holds the CFP credential.
Is Stephen Dreiling registered with the SEC?
Yes. Stephen Dreiling is registered as an investment adviser representative in CO and TX (CRD 2543502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Investment Counsel manage?
Capital Investment Counsel reports $1.35B across 1,408 accounts in assets under management.
How do I contact Stephen Dreiling?
Through Stephen's website, cicwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capital Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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