Capital Investment Advisors | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Email & Communication
Keywords & Focus Areas
Capital Investment Advisors
Overview
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.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1996 |
| Revenue | $20.5M |
| Headquarters | 10 Glenlake Pkwy, North Tower, Suite 1000, Atlanta, Georgia 30328, United States |
| Languages | English |
Contact Details
- Phone: +1 404-531-0010
- Website: yourwealth.com
- LinkedIn: linkedin.com/company/capital-investment-advisors
Key Focus Areas & Initiatives
- Financial services
- Investing
- Wealth management
- Financial planning
- Income investing
- Registered investment advisors
- Certified financial planners
- Chartered financial analysts
- Client success stories
- Long-term financial security
- Portfolio management
- Investment management
- Financial goals
- Long-term relationships
- Legacy planning
- Trust services
- Financial planning & advisory services
- Investment strategies
- Retirement income strategies
- Private equity access
- Client-centered approach
- Asset management
- Estate planning
- Tax strategies
- Asset allocation
- Customized portfolios
- Fiduciary advisory
- Retirement planning
- Portfolio rebalancing
- Risk assessment
- Personalized financial planning
- Fiduciary duty
- Investment advisory services
- Client partnerships
- Financial advice
- Holistic financial advice
- Private investments
- Tax optimization
- Tax preparation & planning
- Retirement lifestyle planning
- Alternative investments
- Financial education
- Services
- Other financial investment activities
- Accounting services
- Compliance
- Financial consulting
- Cash flow management
- Law practice
- Legal services
- Management consulting
Technologies Used
- Cloudflare DNS
- Outlook
- Remote
- Salesforce
- WP Engine
Community
