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...
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Assets Under Mgmt

$283.72M

Investment Professionals

9

Locations

1

% 401K & Individual

45%

% Discretionary

97%
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.