Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
15 years
Location
Guyton, GA
Capital Analysts
Enterprise
Michael Thames is a CFP® with 15 years of industry experience. He is currently an advisor with Capital Analysts and Lincoln Investment, having previously worked at Charles Schwab and Charles Schwab bank for over a decade. Thames serves on the finance committee of Gateway Church, attending quarterly meetings to discuss the church’s finances and upcoming projects. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.
Based on Capital Analysts
Based on Capital Analysts
Wrap Fee Programs charge a bundled flat fee covering advisory, transaction, and clearing costs (exact fees detailed in Wrap Fee Program Brochure). Certain flat fees paid to Lincoln Investment for training and support also exist but are not client fees.
$0 - $133,333: 0.15% or $200 minimum annual fee (the $200 minimum results in a higher effective percentage fee for smaller accounts) $133,334 - $500,000: 0.15% $500,001 - $1,000,000: 0.12% $1,000,001 - $2,000,000: 0.10% $2,000,001+: 0.08%
Minimum fee: Minimum annual administrative fee of $200 assessed monthly ($16.67/month) for Client Custom Portfolios and Advisor Managed Model Portfolios custodied at Pershing. Fee-only: Advisory fees based on assets under management, with negotiable fees up to a maximum of 1.25% annually charged by the Advisor.
Guyton, GA
Guyton GA
Advisors at this office
1
Florida · Georgia
15 years of industry experience
Capital Analysts
2024 - Present • 2 years
Fort Washington, PA
Lincoln Investment
2024 - Present • 2 years
Fort Washington, PA
Charles Schwab bank, SSB
2014 - 2024 • 10 years
Savannah, GA
Charles Schwab
2011 - 2024 • 13 years
Savannah, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Guyton, GA
Sollinda Capital Management LLC
William Stamper is a financial advisor at Sollinda Capital Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Saxony Securities and Legacy Financial Partners. Outside of finance, he works as a bartender at Hawthorn Bar and Lounge. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, also offering sub-advisory services to other registered investment advisers. The firm employs both systematic, rules-based and discretionary strategies, combining quantitative, technical, fundamental, charting, and cyclical analysis.
Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.
CFP®, Series 63, Series 66
Springfield, GA
Capital Investment Advisory Services, LLC
Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.
CFP®, Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.
Series 65, Series 63
Springfield, GA
Capital Investment Advisory Services, LLC
Rachel Bass is a financial advisor with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. She has worked at Vision Financial and Stella, and her background includes roles outside of finance at Georgia Southern University, Firehouse, YMCA, and Effingham County High School. She also owns RDG Financial, where she is involved in the sales of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, managing the majority of its assets on a discretionary basis using a variety of investment strategies.
Series 66
Springfield, GA
Capital Investment Advisory Services, LLC
Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.
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