Capital Investment Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$8.2B

Discretionary

$8.2B

99% of AUM

Avg account

$479K

Accounts

17,148

Employees

107

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 158055
Registered since: July 7, 2011
Website: www.yourwealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI77.76%
Individuals22.03%
Pension & Profit Sharing Plans0.21%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm focuses on serving individual and family clients and functions as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include financial planning, portfolio management, pension consulting and the selection of sub-advisers. Fee arrangements include a percentage of assets under management, fixed fees and other structures. The firm is active as an industry participant beyond advisory work — acting as an investment sponsor, general partner and managing member of pooled investment vehicles. Capital Investment Advisors does not position itself as an ESG-focused manager. It has been recognized in industry rankings, appearing in the Financial Times’ Top 300 RIA firms in 2020 and in Barron’s Top 100 RIA firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds53%
Exchange Traded Equities34%
Cash & Cash Equivalents5%
US Government Bonds2%
State & Local Bonds2%

Owners & executives

3 of 4

Connor Miller
Co-Chief Investment OfficerCRD 6672902
Wesley Moss
Chief Investment Strategist, Managing Partner, Senior Investment AdvisorCRD 3099346
Holly Mallory
Partner & Chief Compliance OfficerCRD 6832212

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Contacts

3 of 57

Matthew Reiner
Managing Partner, Senior AdvisorCRD 5688606
Andrew Barag
Senior Investment AdvisorCRD 5704194
Bryant Abramowitz
Partner, Investment Advisor, Director of Wealth ManagementCRD 5840376