Updated:
Capital Investment Advisors
Capital Investment Advisors was established in 1996. It functions as a US wealth manager providing advisory services. The firm offers financial planning,...
Overview
Capital Investment Advisors was established in 1996. It functions as a US wealth manager providing advisory services. The firm offers financial planning, retirement planning, and investment management to individuals, high-net-worth individuals, and business entities. No specific asset-class allocations, named portfolio holdings, or geographic deployment details appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm operates without a documented family-wealth mandate or hybrid structure that would distinguish it from other registered advisors.
General information
Firm type
Wealth Manager
Year founded
1996
AUM
$5B
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, United States
Frequently asked questions
Who runs investment decisions at Capital Investment Advisors?
No named principals or CIO appear in public records.
Does Capital Investment Advisors participate in fund commitments or only direct deals?
Available information describes only advisory services to clients; no fund commitments or direct deals are specified.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Capital Investment Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.