Overview
Assets Under Management: $302 million
Headquarters: WASHINGTON D.C., DC
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118269), CAPITAL INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
CAPITAL INVESTMENT ADVISORS is headquartered in WASHINGTON D.C., DC.
CAPITAL INVESTMENT ADVISORS serves 79 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, CAPITAL INVESTMENT ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPITAL INVESTMENT ADVISORS manages $302 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, CAPITAL INVESTMENT ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,416
Discretionary Accounts: 1,350
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 118269
Filing ID: 2059705
Last Filing Date: 2026-02-26 13:43:06