10 Glenlake Parkway
North Tower, Suite 1000
Atlanta, Georgia 30328
Tel: 404-531-0018
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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