Capital Investment Advisors
Capital Investment Advisors is an SEC-registered mass-market adviser in Washington D.C., DC with $302.3M assets under management (AUM, regulatory AUM), -20% over one year. See who owns Capital Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118269, SEC 801-110008, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $302.3M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- Washington D.C., DC
- Employees
- 11
- Clients
- 427
- CRD
- 118269
- Ownership
- WEINBERG, RICHARD, ALLEN; Crumley, Catherine, Elizabeth; BOYD, SAMUEL, POWER; STOWERS, HILARY, TARKINGTON; GIROUARD, JOHN, EDWARD
How much AUM does Capital Investment Advisors have?
Capital Investment Advisors reported $302.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Capital Investment Advisors?
Disclosed owners and executives of Capital Investment Advisors include WEINBERG, RICHARD, ALLEN, Crumley, Catherine, Elizabeth, BOYD, SAMUEL, POWER, STOWERS, HILARY, TARKINGTON, GIROUARD, JOHN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.