Phoenix, AZ Office

Team
Updated today

Client AUM

$8,195,046,393

Clients

6,014

Advisors

5

Of 59 advisors across 6 offices

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 at Capital Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, and Cole Capital Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform featuring standardized asset-allocation models and ETF-based portfolios, with specialized in-house resources for estate and tax planning support.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Christopher K

CFP®, Series 63

Phoenix, AZ

Capital Investment Advisors, LLC

Christopher Kuzelka is a CFP® professional with 13 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2024. He previously worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services through a centralized, structured investment platform with access to private investment solutions and specialized in-house planning resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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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’s background also includes roles outside the financial sector at Crescent Crown Distributing, Spray Systems, and the Claremont Unified School District. Capital Investment Advisors serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, while providing access to private investment solutions and a dedicated family office division.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Jayden D

Series 66

Phoenix, AZ

Capital Investment Advisors, LLC

Jayden Durrah is a financial advisor with Capital Investment Advisors, LLC in Phoenix, AZ. He holds a Series 66 designation and has four years of industry experience. Prior to joining Capital Investment Advisors, he worked at Taverick Capital, LLC and Equitable Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed sleeves, supported by in-house specialists in estate and tax planning, as well as offering access to private investment solutions and formal pension consulting services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Ryan C

CFP®, CFA®, Series 66

Phoenix, AZ

Capital Investment Advisors, LLC

Ryan Curwick is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Investment Advisors, LLC where he has worked since 2023, following prior roles at The Vanguard Group and USAA Financial Advisors. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform combining standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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