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Scott Anthony Bass

Advisor at Capital Investment Advisory Services, LLC — Springfield, GA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

25 years

Location

Springfield, GA 31329

Capital Investment Advisory Services, LLC logo

Capital Investment Advisory Services, LLC

Multi-team

Total advisors

99

Across 39 offices

Clients per advisor

62 Typical

Avg AUM per client

$373,429 Low

HNW client ratio

12% Low

About

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.

Client services

Based on Capital Investment Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Investment Advisory Services, LLC

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies

Occupation focus

Based on Capital Investment Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Commissions

Commission basis for portfolio review services up to 2%; commissions on certain investment products via affiliated broker-dealers

Project-based

Hourly fees not to exceed $250/hour for financial planning and portfolio review services

Other

Minimum fee: Minimum annual fee of $500, may be negotiable Fee-only: Fee basis for financial planning and portfolio review services: $500 to $2,500 (negotiable)

Location

See office

Springfield, GA

301 N. Laurel Street

Springfield GA 31329

Advisors at this office

5

Most active in

Georgia

Work history

25 years of industry experience

Capital Investment Advisory Services, LLC

2018 - Present • 8 years

Raleigh, NC

Capital Investment Group, Inc.

2018 - Present • 8 years

Raleigh, NC

ProEquities, Inc

2010 - 2018 • 8 years

Rincon, GA

MSI Financial Services, Inc.

2005 - 2010 • 5 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William S

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.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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Amelia S

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.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Talbert E

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.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Michael T

CFP®, Series 63, Series 66

Guyton, GA

Capital Analysts

Michael Thames is a CFP® professional with 15 years of industry experience. He is currently 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, participating in quarterly meetings to discuss financial matters and upcoming projects. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by its proprietary mutual fund screening process and institutional relationships.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Rachel B

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Rachel Bass is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has worked at multiple firms, including Capital Investment Group, Inc. and Vision Financial. Outside of advisory work, she operates RDG Financial, focusing on the sale of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to a wide range of clients, including individuals, corporations, and charitable institutions. The firm offers tailored investment programs primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis across various asset classes.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Robert F

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.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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