Easton, MD Office

Capital Investment Advisors, Inc. is an SEC‑registered advisory firm with a six‑advisor team managing roughly $374 million for several hundred clients, including individuals (both non‑HNW and high‑net‑worth), trusts, pension/profit‑sharing plans and nonprofit entities. The firm provides individualized financial planning, ongoing consultation and portfolio management, and incorporates proprietary educational programming and workshops into its client onboarding and planning process.

The firm’s planning process is offered in three service tiers (Early, Mid and Established Career) and begins with an introductory workshop and goal‑driver conversations designed to clarify objectives, cash‑flow needs and estate transfer considerations. For investment implementation CIA commonly recommends and supervises third‑party multi‑manager programs or provides discretionary management of model portfolios that correspond to different risk profiles.

Noteworthy operational features include an affiliation with its parent that can provide tax preparation and bookkeeping services and an affiliated insurance agency, plus a broker‑dealer relationship through Cambridge Investment Research — arrangements that provide multiple implementation channels for recommendations. The firm also acts as a solicitor for some third‑party managers and emphasizes client education through workshops and a learning center, practices that are less common among peer team firms.