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Capital Investment Advisors

EST. AUM
$8,212,613,694

CONTACTS
46

CLIENT ACCOUNTS
17,148

Firm Details

Metro area Atlanta
CRD Number 158055
Website yourwealth.com
Client types

Overview

Capital Investment Advisors (CIA) is a fee-only wealth management firm specializing in Income Investing, aiming to help clients achieve their financial goals. Headquartered in Atlanta, with additional offices across the United States, CIA offers personalized financial advice and services focusing on helping families retire sooner and happier. The firm was founded in 1996 and boasts a team comprised of financial planners, CPAs, and investment veterans, emphasizing a client-first approach through fee-only guidance​ Growth investments include: - Individual large cap stocks - Exchange Traded Funds (ETFs) - Closed End Funds - Real Estate Investment Trusts (REITs)

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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