CAPITAL INVESTMENT ADVISORS

1000 Potomac Street N.W.
Suite 300
Washington D.c., District of Columbia 20007
Tel: 240-482-4000

About CAPITAL INVESTMENT ADVISORS

CAPITAL INVESTMENT ADVISORS, formally registered with the SEC as CAPITAL INVESTMENT ADVISORS. The firm was established in 02/27/2017. They have over 2 offices throughout the country.

CAPITAL INVESTMENT ADVISORS is a Washington D.c., District of Columbia based Financial Planning firm with nearly $378,205,884 assets under management, offering retirement planning & investment advisory services to 1930 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118269
SEC#	801-110008
Assets Managed by Firm	$378,205,884
No. of Clients	1930
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1930	$378,205,884
Individuals (other than high net worth individuals)	461	$144,878,965
High net worth individuals	95	$185,684,129
Pension and profit sharing plans	30	$35,223,909
Charitable organizations	3	$7,240,870
Corporations or other businesses	5	$5,178,011

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