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 serves individual and high‑net‑worth clients as well as institutional clients including pension and profit‑sharing plans, trusts, estates, and business entities, offering discretionary portfolio management and integrated financial planning. The firm also provides pension consulting services and a Capital Family Office division for clients requiring family office–style support. The firm implements a centralized, structured investment platform that uses standardized asset‑allocation models, actively managed “sleeves,” and ETF‑based model portfolios (typically used for household account sizes around $500,000 or less) to deliver consistent oversight while allowing advisor customization. Financial planning is coordinated with specialized in‑house resources — the brochure identifies an Estate Planning Strategist (a former attorney) and a Tax Planning Strategist who is a CPA — who work in a non‑legal, educational capacity and coordinate with independent attorneys and CPAs. Distinctive features include access to a range of private investment solutions sourced through affiliated entities (including Altera Private Access, LLC and Sardis Group, LLC) as well as platforms such as iCapital, Delaware Statutory Trusts and exchange funds; the brochure discloses that these affiliations and employee co‑investments create potential conflicts of interest. The firm’s formal pension consulting capabilities — including ERISA 3(21) advisory and discretionary 3(38) management options and an arrangement with American Trust for qualified plans — further differentiate its service mix from many multi‑team peers.

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.