CAPITAL INVESTMENT ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	158055
SEC#	801-72532
Assets Managed by Firm	$5,260,660,983
No. of Clients	12390
No. of Advisors	80

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 Clients	AUM
Firm Total	12390	$5,260,660,983
Individuals (other than high net worth individuals)	2763	$1,495,116,583
High net worth individuals	1614	$3,765,544,400

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