Springfield, GA Office

Team
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Capital Investment Advisory Services, LLC logo

Capital Investment Advisory Services, LLC

Multi-team

Firm-wide stats for Capital Investment Advisory Services, LLC

Total advisors

99

Across 39 offices

Clients per advisor

62 Typical

Avg AUM per client

$373,429 Low

HNW client ratio

12% Low

About

Capital Investment Advisory Services provides portfolio management and supervisory services to a mix of individuals, corporations, retirement and profit‑sharing plans, trusts, estates, foundations and charitable institutions. The firm offers separately managed accounts, access to third‑party asset managers and TAMPs, sub‑advisory and referral arrangements, private‑label model portfolios, financial planning and portfolio review services.

CIAS generally tailors portfolios to each client’s objectives, time horizon and risk tolerance and implements investment programs under written investment guidelines; the firm reports that the vast majority of its assets are managed on a discretionary basis (about $2.385 billion of $2.394 billion in AUM). Methods of analysis described in the brochure include fundamental, technical and charting approaches, and strategies may involve equities, fixed income, ETFs, REITs, options and variable annuities; clients may impose trading restrictions in writing where permitted.

The firm operates through a network of more than 100 investment adviser representatives who act as independent contractors and may market services under their own trade names, with advisory fees paid to CIAS and shared with IARs per contractual arrangements. CIAS is affiliated with broker‑dealers and other investment advisory entities and uses a clearing relationship with Pershing that provides financial benefits to its affiliates; those affiliations and the dual roles of some IARs as registered representatives or insurance agents are disclosed and are material considerations for prospective clients.

Based on Capital Investment Advisory Services, LLC

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies

Based on Capital Investment Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on Capital Investment Advisory Services, LLC

Location

301 N. Laurel Street

Springfield GA 31329

Advisors at this office

5

Advisors at this office

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Amelia S

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
user avatar

Scott B

CFP®, Series 63, Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Talbert E

CFP®, Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Rachel B

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Rachel Bass is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. She has worked at multiple firms, including Capital Investment Group, Inc. and Vision Financial. Outside of advisory work, she operates RDG Financial, focusing on the sale of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to a wide range of clients, including individuals, corporations, and charitable institutions. The firm offers tailored investment programs primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis across various asset classes.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
user avatar

Robert F

Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
View complete list of advisors at this office
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