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CAPITAL INVESTMENT ADVISORS, LLC

ATLANTA, GA · CRD 158055 · IAPD ↗ · 404-531-0018

$8.21BRegulatory AUM
55Advisory reps
107Employees
0Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — CAPITAL INVESTMENT ADVISORS, LLC reported RAUM up 30% ($6.30B -> $8.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2026 — CAPITAL INVESTMENT ADVISORS, LLC grew from 46 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
May 2024 — CAPITAL INVESTMENT ADVISORS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — CAPITAL INVESTMENT ADVISORS, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — CAPITAL INVESTMENT ADVISORS, LLC notice-filed in DC, ME, ND, VI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
February 2024 — CAPITAL INVESTMENT ADVISORS, LLC grew from 34 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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