CAPITAL INVESTMENT PARTNERS LLC

Overview

Capital Investment Partners LLC is a small, owner-operated adviser that focuses on discretionary portfolio management for individuals and small businesses and on selecting third‑party advisers when needed. The firm charges fees as a percentage of assets under management and is structured to act as a capital allocator — blending direct equity exposure with allocations to external managers and funds. Its stated client base is individuals and families, and it is not an active ESG investor. Because the firm provides selection-of-other-advisers services in addition to direct portfolio management, it appears to combine in‑house portfolio construction with outsourced strategies where specialist managers or pooled vehicles make sense. The firm’s stated investment preference leans toward equities as the primary exposure and uses liquid, exchange‑traded instruments as a core building block. That equity-first posture is supplemented by mutual funds and allocations to real estate through third‑party managers. This mix indicates a pragmatic, multi‑sleeve approach: core liquid equities for beta and tactical tilts, mutual funds or SMAs for style or tax management, and external real‑estate funds for alternative return and diversification.

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Location & Offices