Capital Investment Advisors

Capital Investment Advisors (CRD# 118269) is a financial advisory firm headquartered in Washington, DC. They manage $138,458,231 in 1,330 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $104,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, DC, DE, FL, MD, NH, NY, PA, TX, VA

Financial Advisors at Capital Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Samuel P. Boyd
CRD#: 5708814
4800 Mongtomery Ln, Hampden Square M25, Bethesda, MD 20814
96
Wealthminder
score

Samuel Boyd (CRD# 5708814) is an Investment Advisor Representative working at Capital Investment Advisors in Bethesda, MD and has over 8 years of experience in the finance industry. Samuel Boyd 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
Thomas A. Bucklin
CRD#: 3231718
Grafton, VA
93
Wealthminder
score

Thomas Bucklin (CRD# 3231718) is an Investment Advisor Representative working at Capital Investment Advisors in Grafton, VA and has over 18 years of experience in the finance industry.

3
Marjorie A. Opalski
CRD#: 2861149
Easton, MD
93
Wealthminder
score

Marjorie Opalski (CRD# 2861149) is an Investment Advisor Representative working at Capital Investment Advisors in Easton, MD and has over 21 years of experience in the finance industry.

4
Robert J. Brinkman
CRD#: 6253300
1000 Potomac Street N.w., Suite 300, Washington, DC 20007
89
Wealthminder
score

Robert Brinkman (CRD# 6253300) is an Investment Advisor Representative working at Capital Investment Advisors in Washington, DC and has over 3 years of experience in the finance industry.

5
John E. Girouard
CRD#: 1150948
1000 Potomac Street N.w., Suite 300, Washington, DC 20007
83
Wealthminder
score

John Girouard (CRD# 1150948) is an Investment Advisor Representative working at Capital Investment Advisors in Washington, DC and has over 26 years of experience in the finance industry.

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