RIA Intel›Advisers›Georgia›CAPITAL INVESTMENT PARTNERS LLC

CAPITAL INVESTMENT PARTNERS LLC

Advisory

GAINESVILLE, GA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in GA

#596

of 607 advisers by AUM

Average account

$318K

across 155 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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SOUTHERN INCOMES, LLC

$49M

-5.5% 1Y

WILSON FINANCIAL GROUP, LLC

SUWANEE, GA

$50M

ARROWHEAD INVESTMENT ADVISORS, LLC

$50M

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