Washington D.C., DC 33rd Street NW logo

Washington D.C., DC 33rd Street NW Office

Team
Updated today
Capital Investment Advisors logo

Capital Investment Advisors

Team

Firm-wide stats for Capital Investment Advisors

Total advisors

6

Across 2 offices

Clients per advisor

71 High

Avg AUM per client

$832,705 Typical

HNW client ratio

25% Low

About

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.

Based on Capital Investment Advisors

Expertise

General estate planning guidance General retirement planning Retirement income strategy Tax-loss harvesting

Based on Capital Investment Advisors

Occupation focus

Founder/Business Owner Executive

Based on Capital Investment Advisors

Location

1028 33rd Street NW, Ste 220

Washington D.C. DC 20007

Advisors at this office

5

Advisors at this office

user avatar

John G

Series 63, Series 65

Washington D.C., DC

Capital Investment Advisors

John Girouard is a financial advisor with Capital Investment Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Capital Investment Advisors since 2000 and has a long career history with several related financial firms dating back to 1983. Outside of advising, Girouard contributes as a columnist and serves on the boards of Georgetown Heritage and Lincoln’s Cottage. Capital Investment Advisors is an SEC-registered advisory firm with a six-advisor team managing approximately $374 million for a diverse client base, including individuals, trusts, pension plans, and nonprofits. The firm offers tiered financial planning services combined with educational programming and employs multi-manager programs and discretionary model portfolios aligned with varying risk profiles.

General estate planning guidance General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
user avatar

Patrick J

Series 66

Washington D.C., DC

Capital Investment Advisors

Patrick Johnson is a financial advisor with Capital Investment Advisors and holds a Series 66 designation. He has seven years of industry experience and has previously worked with Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors is a six-advisor SEC-registered firm managing approximately $374 million for individual clients, trusts, pension and profit-sharing plans, and nonprofit entities. The firm offers individualized financial planning and portfolio management, supplemented by proprietary educational programs and workshops tailored to different career stages.

General estate planning guidance General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
user avatar

Michael O

Series 66

Washington D.C., DC

Capital Investment Advisors

Michael Opalski is a financial advisor at Capital Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Voya Financial Advisors. Outside of his advisory roles, he has been involved with several entrepreneurial ventures such as City Bonfires LLC and Egg'n LLC. Capital Investment Advisors is a team of six advisors managing approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers a tiered financial planning process, educational workshops, and manages portfolios through third-party multi-manager programs or discretionary model portfolios tailored to different risk profiles.

General estate planning guidance General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
user avatar

Robert B

Series 66

Washington D.C., DC

Capital Investment Advisors

Robert Brinkman is a financial advisor at Capital Investment Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Capital Investment Advisors since 2017 and Cambridge Investment Research since 2014. Brinkman is also associated with Capital Asset Management Group. Capital Investment Advisors is a six-advisor team managing approximately $374 million for individuals, trusts, pension and profit-sharing plans, and nonprofit entities. The firm offers individualized financial planning, portfolio management, and educational workshops, utilizing multi-manager programs and discretionary model portfolios to implement investment strategies.

General estate planning guidance General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
user avatar

Dionne T

Series 66

Washington D.C., DC

Capital Investment Advisors

Dionne Thompson is a financial advisor at Capital Investment Advisors with 22 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Financial Engines Advisors L.L.C., Edelman Financial Services, and Facet Wealth. Thompson currently operates within a six-advisor team based in Washington, D.C. Capital Investment Advisors manages approximately $374 million for a diverse client base that includes individuals, trusts, pension plans, and nonprofit entities. The firm offers individualized financial planning, ongoing consultation, and portfolio management, incorporating educational programming and workshops into its client onboarding and planning process.

General estate planning guidance General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
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