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| Capital Investment Advisors LLC
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|---|---|
| CRD # | 158055 |
| SEC # | 801-72532 |
| CIK # | 0001582732, 0001350780, 0001597878 |
| AUM | 8,212.6 M (2026-04-22) |
| Employees | 107 (51% Investors, 0% Brokers) |
| Phone | 404-531-0018 |
| Address | 10 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,552 | 1.8 |
| (b) Individuals (high net worth individuals) | 2,462 | 6.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,148 | 8.2 |
| By Discretionary | ||
| Discretionary | 17,093 | 8.2 |
| Non-Discretionary | 55 | 0.1 |
| Total | 17,148 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 17,148 | 8.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Capital Investment Advisors LLC
✚
|
GA | 8,212.6 M |
|
Altera Private Access LLC
✚
|
GA | 519.1 M |
|
Wela Strategies Inc
✚
|
GA |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 8,448.7 M |
|
Douglas Lane & Associates LLC
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NY | 8,440.5 M |
|
Empirical Financial Services LLC
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WA | 8,429.0 M |
|
Elevation Point Wealth Partners LLC
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|
CO | 8,290.5 M |
|
Wealthcare Advisory Partners LLC
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|
PA | 8,288.1 M |
|
Bolton Securities Corp
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|
MA | 8,275.5 M |
|
Gradient Investments LLC
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|
MN | 8,201.1 M |
|
R M Davis Inc
✚
|
ME | 8,154.7 M |
|
Marshfield Associates Inc
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|
DC | 8,121.9 M |
|
Human Interest Advisors LLC
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|
CA | 8,104.6 M |