A complete list of active advisors currently associated with Capital Investment Partners LLC

Warmer can help you find a great advisor at Capital Investment Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.