Overview
Assets Under Management: $378 million
Headquarters: WASHINGTON D.C., DC
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL INVESTMENT ADVISORS, INC. 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, INC. is subject to fiduciary duty under federal law.
CAPITAL INVESTMENT ADVISORS, INC. is headquartered in WASHINGTON D.C., DC.
CAPITAL INVESTMENT ADVISORS, INC. serves 95 high-net-worth clients according to their SEC filing dated June 18, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL INVESTMENT ADVISORS, INC. 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, INC. manages $378 million in client assets according to their SEC filing dated June 18, 2025.
According to their SEC Form ADV, CAPITAL INVESTMENT ADVISORS, INC. 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: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,930
Discretionary Accounts: 1,865
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 118269
Filing ID: 1988779
Last Filing Date: 2025-06-18 14:44:00
Website: https://capitalamg.com