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
Multi-team
Michael Thames is a CFP® professional with 15 years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, having previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Outside of his advisory work, he serves as a finance committee member at Gateway Church, participating in quarterly meetings on church finances and projects. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm employs an in-house investment management and research team and works closely with Lincoln Investment, managing approximately $8.8 billion through a network of several hundred advisors.
Based on Capital Analysts
Based on Capital Analysts
Based on Capital Analysts
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Account minimum: Depends on platform and individual Advisor; may be waived at sole discretion Minimum fee: Capital Analysts Administrative Fee with minimum annual fee of $200 assessed monthly ($16.67/month); minimum fee applies especially to accounts less than $133,333. Fee-only: Advisor fees up to maximum of 1.25% annually, negotiable by individual Advisor; Administrative fee as above.
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 a Series 66 designation and one year of industry experience. His background includes roles at Saxony Securities and Legacy Financial Partners, as well as bartending at Hawthorn Bar and Lounge. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies, utilizing ETFs, mutual funds, fixed income, and alternative vehicles, and also provides sub-advisory services and manages a hedge fund portfolio.
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 at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 65 and Series 63 licenses. Rachel has worked at Capital Investment Group, Inc., Vision Financial, and other firms, and also operates RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.
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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