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About Capital Investment Advisors
Capital Investment Advisors is a privately held wealth management firm headquartered in Atlanta, Georgia. Since 1996, the firm has provided families with holistic financial advice encompassing investment management, retirement planning, tax planning and accounting services. Its “Sleep Well at Night” philosophy emphasizes simplifying clients’ financial lives so they can focus on what matters most. Through its Capital Family Office division, the firm delivers tailored solutions to ultra–high-net-worth families, blending public and private investments while addressing legacy and philanthropic goals.
Capital Investment Advisors prides itself on a client-first, fiduciary approach. Advisors work closely with tax and estate professionals to craft integrated strategies that reflect each client’s risk tolerance and objectives. With a boutique structure and broad experience gained from working with thousands of families, the firm offers continuity, clarity and a thoughtful path toward achieving financial aspirations.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Retirement Planning
- Investment Management
- Tax Planning
- Accounting Services
- Family Office Services
- Estate Planning
- Risk Management
More about Capital Investment Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 158055 | N/A |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Capital Investment Advisors.