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CAPITAL INVESTMENT ADVISORS

WASHINGTON D.C., DC · CRD 118269 · IAPD ↗ · 240-482-4000

$373.6MRegulatory AUM
5Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
October 2026 — CAPITAL INVESTMENT ADVISORS reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
May 2026 — CAPITAL INVESTMENT ADVISORS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.