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CAPITAL INVESTMENT ADVISORS, LLC
CRD 158055 · SEC 801-72532
10 GLENLAKE PARKWAY, NORTH TOWER, SUITE 1000, ATLANTA, GA, 30328, United States
Phone
404-531-0018
Fax
404-531-0010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.21B
Discretionary AUM
$8.15B
Team
107 total employees; 55 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3552 | $1.81B |
| High net worth individuals | 2462 | $6.39B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/@RetireSoonerTeam
- HTTP://WWW.WESMOSS.COM
- HTTPS://WWW.FACEBOOK.COM/CAPITALINVESTMENTADVISORS
- HTTP://WWW.YOURWEALTH.COM
- HTTPS://WESMOSSBOOKS.COM
- https://www.youtube.com/c/WesMossMoneyMatters/
- https://capital-fo.com/
- https://www.retiresoonerteam.com/
- HTTPS://WWW.YOUTUBE.COM/CAPITALINVESTMENTADV
- https://www.threads.net/@retiresoonerteam
- https://www.instagram.com/retiresoonerteam/
- https://www.facebook.com/wesmoss365
- HTTPS://TWITTER.COM/retiresoonertm
- https://www.tiktok.com/@retiresoonerpodcast
- https://www.linkedin.com/in/wesmoss/
- HTTPS://TWITTER.COM/WESMOSS365
- https://m.facebook.com/groups/retiresoonerteam
- https://www.facebook.com/retiresoonerteam
- https://www.linkedin.com/company/capital-investment-advisors
Official SEC filing: View on IAPD