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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Investment Advisors Inc
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| CRD # | 118269 |
| SEC # | 801-110008 |
| CIK # | 0001350780, 0001597878, 0001582732 |
| AUM | $378.2 M (2025-06-18) |
| Employees | 11 (36% Investors, 27% Brokers) |
| Phone | 240-482-4000 |
| Address | 1000 Potomac Street NW Washington DC, DC 20007 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 337.8 | ||
| Apple Inc | 56.5 | ||
| Netflix Inc | 36.6 | ||
| Alphabet Inc | 34.9 | ||
| Palo Alto Networks Inc | 31.2 | ||
| Nvidia Corp | 23.7 | ||
| Facebook Inc | 23.3 | ||
| CACI International Inc /DE/ | 19.6 | ||
| Amazon Com Inc | 18.5 | ||
| Enterprise Products Partners L P | 16.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 461 | 144.9 |
| (b) Individuals (high net worth individuals) | 95 | 185.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 35.2 |
| (h) Charitable organizations | 3 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,930 | 378.2 |
| By Discretionary | ||
| Discretionary | 1,865 | 362.9 |
| Non-Discretionary | 65 | 15.3 |
| Total | 1,930 | 378.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.2 | |
| Total | 1,930 | 378.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
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|---|---|---|
|
Whitcomb & Hess Inc
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OH | 0.4 |
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Power Wealth Management LLC
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GA | 0.4 |
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Arcadia Wealth Management LLC
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NH | 0.4 |
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The Hackett Group LLC
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LA | 0.4 |
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Sylvest Advisors LLC
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TX | 0.4 |
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Cascade Investment Group Inc
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CO | 0.4 |
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CornerStone Planning LLC
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NC | 0.4 |
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Yeomans Consulting Group Inc
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GA | 0.4 |
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Harlow Wealth Management Inc
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WA | 0.4 |
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Axiom Financial Strategies Group LLC
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IN | 0.4 |