RIA Intel›Advisers›Georgia›CAPITAL INVESTMENT ADVISORS, LLC

CAPITAL INVESTMENT ADVISORS, LLC

Advisory

N·ATLANTA, GA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$8.2B
1-Year AUM Growth
+19.7%
3-Year CAGR
+14.2%
Employees
55
Assets Under Management
Total AUM$8.2B
Discretionary AUM$8.2B
Non-Discretionary AUM$60M
Discretionary %99.3%
Total Clients4,698
Team
Total Employees55
Investment Advisers107
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record97
First FilingJun 15, 2011
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 97 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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