Capital Investment Advisors
TL;DR
Capital Investment Advisors has helped families plan for retirement since 1996 and manages about $8.2 billion for families with portfolios of all sizes.
$8.2 billion
Regulatory AUM
As of ADV filing 2026-08-06
17,148
Accounts / Clients
6,014 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
107
Team Size
employees, 55 advisory
15 yrs
Years Registered
First registered 2011
About Capital Investment Advisors
Capital Investment Advisors has helped families plan for retirement since 1996 and manages about $8.2 billion for families with portfolios of all sizes.
Office: 10 Glenlake Parkway NE, North Tower, Suite 1000, Atlanta, GA 30328.
Best for: pre-retirees and retirees of any asset level who want a fee-only CFP-led firm
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD158055
RegistrationSEC-registered
First registration2011
Regulatory AUM$8.2 billion
ADV filing date2026-08-06
Accounts17,148
Clients6,014 individual and high-net-worth clients
Employees107
Advisory employees55
Fee modelFee-only per its own site; ADV 2A lists tiered asset fees starting at 1.00%
MinimumNo minimum portfolio size or minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CRPC, RICP and CFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 158055, as of ADV filing 2026-08-06, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 1 of 10
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