Phoenix, AZ 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

2141 East Camelback Road, Suite 205

Phoenix AZ 85016

Advisors at this office

5

Advisors at this office

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Jason G

Series 66

Phoenix, AZ

Capital Investment Advisors, LLC

Jason Gove is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, Cole Capital Corporation, USAA Financial Planning Services, and Merrill. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm employs a structured portfolio approach using ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists and a range of specialized services such as pension consulting and executive compensation analysis.

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

CFP®, Series 63

Phoenix, AZ

Capital Investment Advisors, LLC

Christopher Kuzelka is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Capital Investment Advisors in 2024, he worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management through a structured, ETF-based model portfolio approach and offers specialized services including family-office style solutions, pension consulting, and executive compensation analysis.

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

Matthew D

Series 66

Phoenix, AZ

Capital Investment Advisors, LLC

Matthew Donley is a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Donley has also held positions outside the financial sector, including roles in education and distribution companies. 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, utilizing ETF-based model portfolios tailored to clients’ needs and supported by in-house tax and estate planning specialists.

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

Jayden D

Series 66

Phoenix, AZ

Capital Investment Advisors, LLC

Jayden Durrah is a financial advisor at Capital Investment Advisors, LLC with four years of industry experience. He holds a Series 66 registration and previously worked at Taverick Capital, LLC and Equitable Advisors. His background also includes various roles in educational institutions. 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 portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.

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

Ryan C

CFP®, CFA®, Series 66

Phoenix, AZ

Capital Investment Advisors, LLC

Ryan Curwick is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Capital Investment Advisors, LLC and has previously held roles at The Vanguard Group, USAA Financial Planning Services, and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines centralized, ETF-based portfolio management with tailored financial planning and specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.

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