Bank / Wealth / TrustRIA · CRD 118269SEC-Registered

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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,...

Capital Investment Advisors logo

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, 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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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