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CAPITAL INVESTMENT ADVISORS, LLC

10 Glenlake Parkway
North Tower, Suite 1000
Atlanta, Georgia 30328
Tel: 404-531-0018

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About CAPITAL INVESTMENT ADVISORS, LLC

CAPITAL INVESTMENT ADVISORS, LLC, formally registered with the SEC as CAPITAL INVESTMENT ADVISORS, LLC. The firm was established in 07/07/2011. They have over 9 offices throughout the country.

CAPITAL INVESTMENT ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $5,260,660,983 assets under management, offering retirement planning & investment advisory services to 12390 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158055
SEC#801-72532
Assets Managed by Firm$5,260,660,983
No. of Clients12390
No. of Advisors80

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total12390$5,260,660,983
Individuals (other than high net worth individuals)2763$1,495,116,583
High net worth individuals1614$3,765,544,400

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