Capital Investment Advisors, LLC

Overview

Capital Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm focuses on serving individual and family clients and functions as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services include financial planning, portfolio management, pension consulting and the selection of sub-advisers. Fee arrangements include a percentage of assets under management, fixed fees and other structures. The firm is active as an industry participant beyond advisory work — acting as an investment sponsor, general partner and managing member of pooled investment vehicles. Capital Investment Advisors does not position itself as an ESG-focused manager. It has been recognized in industry rankings, appearing in the Financial Times’ Top 300 RIA firms in 2020 and in Barron’s Top 100 RIA firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices