Wealth Manager
    SEC Registered
    Manages Private Funds

    Capital Investment Advisors, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #158055

    Assets Under Management
    $8.2B
    Client Accounts
    17,148
    Employees
    107
    CRD Number
    158055
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capital Investment Advisors, LLC

    Capital Investment Advisors, LLC is a SEC-registered investment advisory firm headquartered in Atlanta, Georgia, managing approximately $8.2B in regulatory assets across 17,148 client accounts. The firm's full regulatory record is filed with the SEC under CRD #158055.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capital Investment Advisors, LLC

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    Frequently Asked Questions

    What is Capital Investment Advisors, LLC's AUM?

    Capital Investment Advisors, LLC reports approximately $8.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capital Investment Advisors, LLC headquartered?

    Capital Investment Advisors, LLC is headquartered in Atlanta, Georgia.

    What is Capital Investment Advisors, LLC's CRD number?

    Capital Investment Advisors, LLC's CRD number is 158055. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capital Investment Advisors, LLC manage?

    Capital Investment Advisors, LLC manages approximately 17,148 client accounts according to its latest SEC filing.

    Is Capital Investment Advisors, LLC SEC registered?

    Yes, Capital Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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