Greenwood Village, CO Office

Team
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Capital Investment Advisors, LLC logo

Capital Investment Advisors, LLC

Multi-team

Firm-wide stats for Capital Investment Advisors, LLC

Total advisors

60

Across 6 offices

Clients per advisor

100 Very High

Avg AUM per client

$1,362,662 High

HNW client ratio

41% High

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

Private / alternative investments Concentrated stock management

Based on Capital Investment Advisors, LLC

Occupation focus

Executive Founder/Business Owner

Based on Capital Investment Advisors, LLC

Location

8101 E. Prentice Avenue, #1000

Greenwood Village CO 80111

Advisors at this office

6

Advisors at this office

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Christopher P

Series 66

Greenwood Village, CO

Capital Investment Advisors, LLC

Christopher Pataky is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Charles Schwab. He is the owner of CP Sales Services, LLC, a passive business entity unrelated to investment activities. Capital Investment Advisors, LLC is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured ETF-based portfolio approach supplemented by in-house tax and estate planning specialists and a range of specialized services including pension consulting and executive compensation analysis.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Olivia G

Series 63, Series 65

Greenwood Village, CO

Capital Investment Advisors, LLC

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Capital Investment Advisors, she held roles at Wells Fargo Clearing Services, DiSys, The One Group, and Macquarie Group, and she has a background that includes several positions dating back to 2016. Capital Investment Advisors, LLC is a multi-team investment adviser that serves individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a structured portfolio approach with ETF-based model portfolios and specialized services including family-office style offerings, pension consulting, and executive compensation analysis.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
user avatar

Alex N

Series 63, Series 66, Series 65

Greenwood Village, CO

Capital Investment Advisors, LLC

Alex Nuechterlein is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Capital Investment Advisors in 2025, he worked at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Capital Investment Advisors is a multi-team investment adviser serving individuals and families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized portfolio approach with ETF-based model portfolios and offers integrated financial planning alongside specialized services such as family-office style support, pension consulting, and executive compensation analysis.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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Drew F

Series 63, Series 65

Greenwood Village, CO

Capital Investment Advisors, LLC

Drew Fear is a financial advisor with Capital Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Personal Capital Advisors Corporation for six years before joining Capital Investment Advisors. 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 with a centralized, structured portfolio approach that includes ETF-based models and tailored allocations, supported by in-house specialists in tax and estate planning.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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William S

CFP®, Series 65, Series 63

Greenwood Village, CO

Capital Investment Advisors, LLC

William Skiles is a CFP® professional with seven years of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. 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 using a structured ETF-based model approach, along with specialized services such as family-office style support, pension consulting, and executive compensation analysis.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
user avatar

Michael D

Series 66

Greenwood Village, CO

Capital Investment Advisors, LLC

Michael De La Garza is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Perry Investment Solutions, LLC, Bank of America, N.A., and Merrill. 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, using a centralized, structured portfolio approach with ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house specialists in tax and estate planning.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
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