Tampa, FL Office

Team
Updated today

Client AUM

$8,195,046,393

Clients

6,014

Advisors

7

Of 59 advisors across 6 offices

Location

2502 N Rocky Point Drive, Suite 675

Tampa FL 33607

Advisors at this office

7

Advisors at this office

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James H

Series 66

Tampa, FL

Capital Investment Advisors, LLC

James Horn III is a financial advisor at Capital Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of advising, he performs independent contract work specializing in Excel and VBA programming. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform featuring standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supported by in-house specialists in estate and tax planning.

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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Banner C

CFP®, Series 63, Series 66

Tampa, FL

Capital Investment Advisors, LLC

Banner Clark is a CFP® with 12 years of industry experience, currently with Capital Investment Advisors, LLC. His career includes roles at Sagace Wealth Management LLC and several positions at Fidelity Brokerage Services, LLC. Clark has ownership experience in a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized in-house estate and tax 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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Adria D

Series 66

Tampa, FL

Capital Investment Advisors, LLC

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, following roles at Harwood Advisory Group, LLC and T. Rowe Price Investment Services, Inc. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and provides specialized in-house resources alongside 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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Mirza D

Series 66

Tampa, FL

Capital Investment Advisors, LLC

Mirza Duzel is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Capital Investment Advisors in 2026, he worked at Bank of America and Merrill. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and provides specialized in-house estate and tax planning resources, along with 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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Bryant A

Series 63, Series 66

Tampa, FL

Capital Investment Advisors, LLC

Bryant Abramowitz is a financial advisor at Capital Investment Advisors, LLC in Tampa, FL, with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Quasar Distributors, LLC, NorthCoast Asset Management, and Charles Schwab. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, pension consulting, and a family office division. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house estate and tax 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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Kevin R

CFP®, Series 66, Series 65

Tampa, FL

Capital Investment Advisors, LLC

Kevin Rodgers is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Franklin Templeton Distributors and Edward Jones. 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 uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

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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Chase S

Series 65

Tampa, FL

Capital Investment Advisors, LLC

Chase Strait is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both educational and entrepreneurial roles prior to joining the firm. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, pension consulting, and family office services. The firm employs a structured investment platform with standardized asset-allocation models and offers access to private investment solutions alongside coordinated planning resources.

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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