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| Capital Investment Advisors Inc
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|---|---|
| CRD # | 118269 |
| SEC # | 801-110008 |
| CIK # | 0001582732, 0001350780, 0001597878 |
| AUM | 302.3 M (2026-06-11) |
| Employees | 11 (55% Investors, 45% Brokers) |
| Fees | |
| Minimum | |
| Phone | 240-482-4000 |
| Address | 1000 Potomac Street NW Washington DC, DC 20007 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 111.3 |
| (b) Individuals (high net worth individuals) | 79 | 172.4 |
| (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 | 6 | 10.8 |
| (h) Charitable organizations | 1 | 7.1 |
| (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 | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,416 | 302.3 |
| By Discretionary | ||
| Discretionary | 1,350 | 287.0 |
| Non-Discretionary | 66 | 15.3 |
| Total | 1,416 | 302.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.3 | |
| Total | 1,416 | 302.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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