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Capital Investment Advisors
Washington D.C., District of Columbia
5.0
2 Reviews
Capital Investment Advisors, based out of Washington D.C., DC, is a leading local investment advisory firm serving over 520 individual clients. With a robust portfolio of over $283,719,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Capital Investment Advisors operates from two well-equipped offices, strategically positioned to cater to their clients' diverse needs.
The firm boasts extensive expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management sourced from these areas. Their success in this space can be...see more
Assets Under Mgmt
$283.72M
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Capital Investment Advisors
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