Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capital Investment Advisors, LLC
Multi-team
Firm-wide stats for Capital Investment Advisors, LLC
About
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.
Based on Capital Investment Advisors, LLC
Expertise
Based on Capital Investment Advisors, LLC
Location
5495 Belt Line Road, Ste 390
Dallas TX 75254
Advisors at this office
2
Advisors at this office
Joseph M
Series 63, Series 66, Series 65
Dallas, TX
Capital Investment Advisors, LLC
Joseph Mcdonald is a financial advisor at Capital Investment Advisors, LLC in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior work includes over 17 years with Fidelity Brokerage Services and roles at Charles Schwab. 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 through a centralized, ETF-based model portfolio approach, supplemented by in-house tax and estate planning specialists and specialized services such as pension consulting and executive compensation analysis.
Jonas R
CFP®, Series 63, Series 65
Dallas, TX
Capital Investment Advisors, LLC
Jonas Roos is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. Prior to joining Capital Investment Advisors, he spent 14 years with Guidestone Advisors and Guidestone Financial Resources. Outside of his advisory role, he holds a 50% ownership interest in Tricia Roos Consulting LLC, an education consulting business, though he does not actively participate in its operations. 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 through a structured, ETF-based portfolio approach, with specialized services including family-office style support, pension consulting, executive compensation analysis, and access to private investments.
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