Advisor at Capital Investment Advisors
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.
Location
Washington D.C., DC 20007
Credentials
Series 66
Industry experience
11 years
Robert Brinkman is a financial advisor at Capital Investment Advisors in Washington, D.C., holding a Series 66 designation with 11 years of industry experience. He has worked with Capital Investment Advisors since 2017 and has prior experience at Cambridge Investment Research and Capital Asset Management Group. Brinkman is involved in financial planning and investment advisory services. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans by providing customized financial plans, asset management, and discretionary portfolio management. The firm emphasizes an integrated wealth management process that includes educational workshops and utilizes risk-targeted model portfolios alongside direct account management.
Based on Capital Investment Advisors
Based on Capital Investment Advisors
Fixed fees for specific financial planning engagements typically between $500 and $5,000, depending on complexity.
$0 - $250,000: 1.25% $250,000 - $500,000: Negotiable or declining scale $500,000 - $1,000,000: Negotiable or declining scale $1,000,000+: Negotiable, minimum combined fee of $10,000 for AUM over $1,000,000
Commissions may be earned through implementation of recommendations involving securities or insurance products; in some cases, these commissions can offset fees by up to 50% for initial planning fees or annual review fees (for transactions generating commissions over $10,000).
Hourly consultation rates: $500/hr (firm principal), $350/hr (firm manager), $200/hr (senior associate), $150/hr (associate).
Annual financial planning review services fees range from $500 to $1,750, with options to pay monthly or quarterly; fees may be offset by credits for investment management fees paid or commissions earned.
Minimum fee: $500 minimum fee for initial financial consultation services Fee-only: Financial planning fees range approximately from $500 to $25,000 depending on complexity and planning level; consultation services hourly fees range approximately from $150 to $500 per hour depending on advisor seniority; fixed fees range from $500 to $5,000 for standalone financial plans.
1000 Potomac Street N.W., Suite 300
Washington D.C., DC 20007
District of Columbia
Capital Investment Advisors, Inc.
2017 - Present (9 years)
Cambridge investment Research, Inc.
2014 - Present (12 years)
Capital Asset Management Group
2013 - Present (13 years)
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Alexandria, VA
Wesling Financial Planning Services Corp.
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CFA®, Series 63
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CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.
Series 65
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Rockbound Capital LLC
Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.
Series 65
Bethesda, MD
EM Leaders, LLC
Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.
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