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CAPITAL INVESTMENT ADVISORS
CAPITAL INVESTMENT ADVISORS, INC.
CRD 118269 · SEC 801-110008
1000 POTOMAC STREET N.W., SUITE 300, WASHINGTON D.C., DC, 20007, United States
Phone
240-482-4000
Fax
240-482-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.3M
Discretionary AUM
$287.0M
Team
11 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 338 | $111.3M |
| High net worth individuals | 79 | $172.4M |
| Pension/profit sharing plans | 6 | $10.8M |
| Charitable organizations | 1 | $7.1M |
| Corporations/business entities | 3 | $726K |
States served
CA, DE, DC, LA, MD, NY, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD