Capital Directions LLC

Capital Directions LLC (CRD# 109762) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,657,000,000 in 1,196 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,657
    MILLION
  • Total Number of Accounts
    1,196
    ACCOUNTS
  • Average Account Value
    $1,385,452
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, MS, NC, NY, SC, TN, TX, VA

Financial Advisors at Capital Directions LLC
Showing 1 - 5 of 5 top financial advisors.
1
Dennis W. Covington
CRD#: 2604616
400 Northridge Road, Suite 220, Atlanta, GA 30350
96
Wealthminder
score

Dennis Covington (CRD# 2604616) is an Investment Advisor Representative working at Capital Directions LLC in Atlanta, GA and has over 22 years of experience in the finance industry. Dennis Covington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Terrence P. Hartigan
CRD#: 2946017
400 Northridge Road, Suite 220, Atlanta, GA 30350
96
Wealthminder
score

Terrence Hartigan (CRD# 2946017) is an Investment Advisor Representative working at Capital Directions LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Terrence Hartigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John M. McMillen
CRD#: 4247888
Clemson, SC
96
Wealthminder
score

John McMillen (CRD# 4247888) is an Investment Advisor Representative working at Capital Directions LLC in Clemson, SC and has over 17 years of experience in the finance industry. John McMillen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nathan S. Pritchard
CRD#: 5109996
Asheville, NC
93
Wealthminder
score

Nathan Pritchard (CRD# 5109996) is an Investment Advisor Representative working at Capital Directions LLC in Asheville, NC and has over 11 years of experience in the finance industry.

5
Richard C. O'donnell
CRD#: 6186369
400 Northridge Road, Suite 220, Atlanta, GA 30350
90
Wealthminder
score

Richard O'donnell (CRD# 6186369) is an Investment Advisor Representative working at Capital Directions LLC in Atlanta, GA and has 1 year of experience in the finance industry. Richard O'donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.