Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
James H
Series 66
Tampa, FL
Capital Investment Advisors, LLC
James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work involving VBA programming and Excel projects. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm uses a centralized, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, integrating financial planning with portfolio management and offering specialized services such as pension consulting, executive compensation analysis, and access to private investments.
Banner C
CFP®, Series 63, Series 66
Tampa, FL
Capital Investment Advisors, LLC
Banner Clark is a CFP® with 12 years of experience in financial advising, currently with Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Sagace Wealth Management LLC and Fidelity Brokerage Services, LLC. He was previously the owner of a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individuals and families across wealth levels, providing integrated financial planning and discretionary portfolio management through a structured, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists.
Adria D
Series 66
Tampa, FL
Capital Investment Advisors, LLC
Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, with prior roles at Harwood Advisory Group and T. Rowe Price. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized portfolio approach with ETF-based models and tailored allocations, supported by in-house tax and estate planning strategists.
Mirza D
Series 66
Tampa, FL
Capital Investment Advisors, LLC
Mirza Duzel is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Bank of America and Merrill. Capital Investment Advisors, LLC is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines integrated financial planning with discretionary portfolio management, utilizing ETF-based model portfolios and specialized offerings such as family-office style services and pension consulting.
Bryant A
Series 63, Series 66
Tampa, FL
Capital Investment Advisors, LLC
Bryant Abramowitz is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Fidelity, Charles Schwab, NorthCoast Asset Management, and Quasar Distributors. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized ETF-based portfolio approach combined with specialized services such as family-office style solutions, pension consulting, and executive compensation analysis.
Kevin R
CFP®, Series 66, Series 65
Tampa, FL
Capital Investment Advisors, LLC
Kevin Rodgers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, and various institutional clients. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based approach, supported by in-house specialists in tax and estate planning.
Chase S
Series 65
Tampa, FL
Capital Investment Advisors, LLC
Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has held roles at Deep South Lacrosse, Seminole State College, Island Wing Company, Saint Leo University, and Lake Mary High School. Capital Investment Advisors is a multi-team investment adviser that serves individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, ETF-based model portfolio approach tailored to client needs, supported by in-house tax and estate planning specialists.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters