Capital Investors Advisory Corporation

Capital Investors Advisory Corporation (CRD# 105467) is a financial advisory firm headquartered in Columbus, OH. They serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
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
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.

FL, MA, MI, OH, TX

Financial Advisors at Capital Investors Advisory Corporation
Showing 1 - 2 of 2 top financial advisors.
1
William K. Burton
CRD#: 1036681
21 E. State St., Suite 1900, Columbus, OH 43215
96
Wealthminder
score

William Burton (CRD# 1036681) is an Investment Advisor Representative working at Capital Investors Advisory Corporation in Columbus, OH and has over 33 years of experience in the finance industry. William Burton 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
Neil M. Moss
CRD#: 730301
21 E. State St. , Suite 1900, Columbus, OH 43215
83
Wealthminder
score

Neil Moss (CRD# 730301) is an Investment Advisor Representative working at Capital Investors Advisory Corporation in Columbus, OH and has over 35 years of experience in the finance industry.

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