A complete list of active advisors currently associated with Capital Investment Advisors, LLC

Warmer can help you find a great advisor at Capital Investment Advisors, LLC or one who fits your needs even better.

Capital Investment Advisors (CIA) serves a broad mix of individual investors (including both non‑HNW and high‑net‑worth households), families, trusts, estates, corporations, and retirement plans, offering discretionary portfolio management alongside integrated financial planning. The firm also provides model ETF portfolios for smaller households and a Capital Family Office division for clients seeking more comprehensive, multi‑generational wealth coordination. CIA uses a centralized, structured investment framework that combines firm‑maintained “sleeves” with standardized asset‑allocation models and ETF‑based model portfolios, with advisors implementing allocations discretionarily and conducting ongoing monitoring and annual reviews. For specialized mandates the firm engages third‑party managers (for example, active fixed‑income managers, direct indexing with tax‑loss harvesting, and option overlay strategies) and offers access to private investments through platforms such as iCapital and DST solutions. Noteworthy and less common for firms of this size, CIA maintains an in‑house tax division, Capital Accounting & Tax, LLC, that can provide tax advice under separate engagement, and operates a pension consulting practice that can act in ERISA §3(21) or §3(38) fiduciary roles and coordinate plan custody arrangements with providers such as American Trust. The firm also has ownership links to affiliated private‑investment sponsors (Altera Private Access and Sardis Group), which both provide client access to private funds and create potential conflicts of interest that the firm discloses.

To learn more about the advisors currently working at Capital Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.