Capital Investment Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations and businesses, managing approximately $49 million on a discretionary basis across about 85 client accounts. The firm typically documents client objectives in written investment policy statements and includes tax, estate and retirement planning consultations as part of its investment-management services; it also offers participant education and investment platform support for employee retirement plans.
The firm’s investment approach emphasizes long-term, buy-and-hold asset-class diversification implemented primarily through passively managed mutual funds and model portfolios, with Monte Carlo analysis used in developing client asset allocations. For certain mandates CIP delegates discretionary portfolio execution and ongoing rebalancing to a third‑party sub‑advisor and may retain a separate fixed‑income manager for managed bond portfolios.
Distinctive features include a formal, ongoing sub‑advisory and back‑office relationship with a national advisor services provider and a concentrated use of Dimensional Fund Advisors funds in client portfolios, a combination that is more prominent than at many peers of similar size. The firm’s regulatory disclosures note a historical disciplinary reporting matter involving the owner (from prior employment) and the owner’s outside business activities, and the firm does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.60% $4,000,001+: 0.40%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for portfolios of individual fixed income securities
Main office
204 W. Academy Street
Gainesville GA 30501
Advisors at this office
2
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Martin S
Series 66
Gainesville, GA
Capital Investment Partners LLC
Martin Sanchez is a financial advisor with Capital Investment Partners LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and SunTrust Bank. Outside of his advisory role, he serves as a head soccer coach for the Lanier Soccer Association, a position he has held since 2013. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold asset-class diversification using primarily passively managed mutual funds and model portfolios, and includes tax, estate, and retirement planning consultations as part of its services.
Clinton G
Series 63, Series 66
Gainesville, GA
Capital Investment Partners LLC
Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.
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