Capital Investment Advisors | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Capital Investment Advisors is a fee-only financial advisory and asset management firm based in Atlanta, Georgia, established in 1996.
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Capital Investment Advisors is a fee-only financial advisory and asset management firm based in Atlanta, Georgia, established in 1996. The firm specializes in comprehensive financial planning, with a focus on retirement planning, income investing, and holistic wealth management. It manages over $5 billion in assets and serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans.
The team includes highly credentialed professionals such as Certified Financial Planners™, Chartered Financial Analysts, and CPAs. The firm offers tailored financial plans, sophisticated investment management rooted in Modern Portfolio Theory, and client education to empower individuals in managing their portfolios. Capital Investment Advisors has been recognized as one of InvestmentNews’ “Top Independent High-Net-Worth Teams of 2025” in the Southeast Region, highlighting its strong reputation and commitment to independent, client-focused service.
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