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, LLC is a multi‑team investment adviser that serves individuals and families across wealth levels, corporate executives, trusts, estates, charitable organizations, and retirement plans. It provides integrated financial planning and discretionary portfolio management as well as specialized offerings such as family‑office style services, pension consulting, executive compensation analysis, and access to private investments. The firm uses a centralized, structured portfolio approach that includes ETF‑based model portfolios and “sleeves,” with advisors tailoring allocations to clients’ risk tolerance, income needs, and goals and engaging third‑party managers for specialized mandates. Financial planning is generally integrated with portfolio management, and the firm deploys in‑house subject matter support — notably a Tax Planning Strategist who is a licensed CPA and an Estate Planning Strategist (a former attorney) — to coordinate tax and estate planning with outside professionals. Distinctive elements noted in the brochure include the employed CPA strategist and an established pension consulting practice that can serve in ERISA roles and participates in custodial arrangements (including an arrangement with American Trust), a combination that is relatively uncommon among multi‑team firms. The firm also operates affiliated private‑investment platforms (e.g., Altera Private Access and relationships involving Sardis Group), offers exchange‑fund and Delaware Statutory Trust solutions, and provides a standalone executive compensation service, which the brochure discloses can create coordination needs and potential conflicts of interest.

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.

You can also browse Capital Investment Advisors, LLC's office locations.