Capital Investment Advisors
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 118269
- Registered since
- February 27, 2017
- Website
- www.capitalamg.com
- Custodians
- ASSETMARK TRUST CO., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.19%
- Individuals32.2%
- Pension & Profit Sharing Plans2.42%
- Charitable Organizations2.12%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Capital Investment Advisors is an independent registered investment adviser that has been SEC-registered since 2017. The firm serves a mix of individual, family and institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor. An industry nod: it appeared on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds37%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
2 of 2
John Girouard
President, CEOCRD 1150948
Richard Weinberg
President, CEOCRD 4487549
Contacts
3 of 6
Robert Brinkman
Financial AdvisorCRD 6253300
Patrick Johnson
Senior AssociateCRD 6664178
Dionne Thompson
Director of Operations and AdministrationCRD 3182378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1028 33rd St Nw
- Time zone
- ET (UTC-5)
- Office locations
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