Capital Investment Advisors, LLC

Capital Investment Advisors, LLC (CRD# 158055) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,127,300,000 in 6,461 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,127
    MILLION
  • Total Number of Accounts
    6,461
    ACCOUNTS
  • Average Account Value
    $329,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MI, MN, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, PR, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Capital Investment Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Charles H. Lowe
CRD#: 2578581
200 Sandy Springs Place, Suite 300, Atlanta, GA 30328
96
Wealthminder
score

Charles Lowe (CRD# 2578581) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Charles Lowe 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
Miguel R. Ortigao
CRD#: 5768024
200 Sandy Springs Place, Suite 300, Atlanta, GA 30328
96
Wealthminder
score

Miguel Ortigao (CRD# 5768024) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Miguel Ortigao 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
Selwyn L. Small
CRD#: 2193952
200 Sandy Springs Place, Suite 300, Atlanta, GA 30328
93
Wealthminder
score

Selwyn Small (CRD# 2193952) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

4
Willliam C. Cibulas
CRD#: 6586976
2503 W. Swann Avenue, Suite 118, Tampa, FL 33609
92
Wealthminder
score

Willliam Cibulas (CRD# 6586976) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Tampa, FL and has over 2 years of experience in the finance industry. Willliam Cibulas 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.

5
Joel R. Dean
CRD#: 6208264
200 Sandy Springs Place, Suite 300, Atlanta, GA 30328
90
Wealthminder
score

Joel Dean (CRD# 6208264) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

6
Kristin B. Curcio
CRD#: 3163071
200 Sandy Springs Place, Suite 300, Atlanta, GA 30328
89
Wealthminder
score

Kristin Curcio (CRD# 3163071) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

7
Connor D. Miller
CRD#: 6672902
200 Sandy Springs Place, Suite 300, Atlanta, GA 30328
88
Wealthminder
score

Connor Miller (CRD# 6672902) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

8
Todd J. Trusso
CRD#: 3057025
12730 High Bluff Drive, Suite 120, San Diego, CA 92130
83
Wealthminder
score

Todd Trusso (CRD# 3057025) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in San Diego, CA and has over 19 years of experience in the finance industry.

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