CAPITAL INVESTMENT ADVISORS

RIASEC RegisteredEst. 2017

Total AUM

$302M

Discretionary

$287M

95% of AUM

Avg account

$213K

Accounts

1,416

Employees

Advisory reps

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: HNWI57.04%
Individuals36.81%
Pension & Profit Sharing Plans3.56%
Charitable Organizations2.35%
Corporations / Businesses0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capital Investment Advisors is an independent registered investment adviser that began SEC registration in 2017 and identifies as a capital allocator. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Industry relationships include affiliations with an accounting firm and an insurance company. The firm is not described as an active ESG investor. Capital Investment Advisors received recognition from FA Magazine as a Top RIA Firm in 2020.