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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Investment Advisors LLC
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| CRD # | 158055 |
| SEC # | 801-72532 |
| CIK # | 0001350780, 0001597878, 0001582732 |
| AUM | $6.3 B (2025-03-27) |
| Employees | 99 (46% Investors, 0% Brokers) |
| Phone | 404-531-0018 |
| Address | 10 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 337.8 | ||
| Apple Inc | 56.5 | ||
| Netflix Inc | 36.6 | ||
| Alphabet Inc | 34.9 | ||
| Palo Alto Networks Inc | 31.2 | ||
| Nvidia Corp | 23.7 | ||
| Facebook Inc | 23.3 | ||
| CACI International Inc /DE/ | 19.6 | ||
| Amazon Com Inc | 18.5 | ||
| Enterprise Products Partners L P | 16.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,721 | 1.5 |
| (b) Individuals (high net worth individuals) | 1,977 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,529 | 6.3 |
| By Discretionary | ||
| Discretionary | 13,462 | 6.2 |
| Non-Discretionary | 67 | 0.1 |
| Total | 13,529 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 13,529 | 6.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Advisors LLC
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|
GA | 6.3 |
|
Altera Private Access LLC
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|
GA | 0.5 |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IHT Wealth Management LLC
✚
|
IL | 6.4 |
|
JMG Financial Group Ltd
✚
|
IL | 6.4 |
|
The Huntington Investment Company
✚
|
OH | 6.3 |
|
Nicholas Co Inc
✚
|
WI | 6.3 |
|
Cannell & Spears LLC
✚
|
NY | 6.3 |
|
Focus Financial Network Inc
✚
|
MN | 6.3 |
|
Community Capital Management LLC
✚
|
FL | 6.3 |
|
Geneva Capital Management LLC
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|
WI | 6.2 |
|
Modern Wealth Management LLC
✚
|
KS | 6.1 |
|
Capital Advisors Inc
✚
|
OK | 6.1 |