Capital Investment Advisors's Form ADV discloses 1.25% on the first $250,000, 1.10% on the next $250,000, 0.95% on the next $250,000, 0.95% on the next $250,000, 0.50% on the next $1 million, 0.30% on the next $1 million, 0.30% on the next $2 million, and negotiable rates above $5 million. See complete fee breakdown ↓
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 107 high-net-worth clients according to their SEC filing dated September 28, 2026. View client details ↓
According to their SEC Form ADV, Capital Investment Advisors offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Capital Investment Advisors manages $374 million in client assets according to their SEC filing dated September 28, 2026.
According to their SEC Form ADV, Capital Investment Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓