Capital Investment Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 158055
· SEC file 801-72532
· Atlanta, GA
· www.youtube.com
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ADV data as of Apr 22, 2026
- Regulatory AUM
- $8.2B
- Discretionary
- $8.2B
- Clients
- 6,014
- Avg AUM / client
- $1.4M
- Accounts
- 17,148
- Employees
- 107
AUM over time
$885M
$8.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,552 | $1.8B | 22.0% |
| High net worth individuals | 2,462 | $6.4B | 77.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $17.6M | 0.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Automotive Association Pension Plan Trustees United Automotive Association Pension Plan | Earth City, MO | 2024 |
| Premera Pension Equity Plan Premera | 2024 | |
| Bcbsnd And Noridian Healthcare Solutions 401(k) Plan Blue Cross Blue Shield Of North Dakota | 2024 | |
| Wps Pension Plan Wps Insurance Corporation | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Amerisure Mutual Insurance Company Cash Balance Pension Plan Amerisure Mutual Insurance Company | Farmington Hills, MI | 2024 |
| Amerisure Mutual Insurance Company 401 K Savings Plan Amerisure Mutual Insurance Company 401 K Savings Plan | Farmington Hills, MI | 2024 |
| Delta 401(k) Retirement Plan Delta Air Lines, Inc. | 2024 |
People (60)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitchell Buddy Reiner | Trustee | CFP | Feb 2009 (18y) | Less than 5% |
| Matthew Ross Reiner | Trustee | CFP CFA | Dec 2009 (17y) | Less than 5% |
| Wesley Hanes Moss | Managing Partner, Chief Investment Strategist | CFP | Feb 2011 (16y) | Less than 5% |
| Connor Douglas Miller | Chief Investment Officer | Aug 2016 (10y) | Less than 5% | |
| Moss, Brannan | Trustee | Jan 2020 (7y) | GP / trustee / elected manager of Amc Family Trust 1/1/2020 (indirect) | |
| Mallory, Holly, Evans | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Sanders, Robert, Lawrence | Chief Financial Officer | Jan 2021 (6y) | Less than 5% | |
| Bryan Justin Rea | Registered representative | CFP | Jul 2011 (15y) | |
| Curt Edwin Klein | Registered representative | Jul 2011 (15y) | ||
| Ryan Alexander Ely | Registered representative | Aug 2011 (15y) | ||
| James Mcmahon Lewis | Registered representative | CFP | Jan 2014 (13y) | |
| Kristin Beth Curcio | Registered representative | Dec 2015 (11y) | ||
| William Christopher Cibulas | Registered representative | CFP | Dec 2015 (11y) | |
| Charles Harris Lowe | Registered representative | CFP | Jan 2017 (10y) | |
| Joel Reagan Dean | Registered representative | CFP | Feb 2017 (9y) | |
| Bryant Daniel Abramowitz | Registered representative | Oct 2018 (8y) | ||
| Edward Francis Goepp | Registered representative | CFP | Dec 2018 (8y) | |
| Everett Andrew Wilkerson | Registered representative | CFP | Jan 2019 (8y) | |
| Andrew Howard Barag | Registered representative | CFP | Jan 2019 (8y) | |
| Christopher Matthew Pataky | Registered representative | Mar 2019 (7y) | ||
| Michael E De La Garza | Registered representative | Mar 2019 (7y) | ||
| Adria Erin Demeo | Registered representative | Jun 2020 (6y) | ||
| Matthew Aaron Clark | Registered representative | CFP | Feb 2021 (5y) | |
| Brett David Noggle | Registered representative | CFP CFA | Jun 2021 (5y) | |
| Jason Andrew Gove | Registered representative | Nov 2021 (5y) | ||
| Drew Thomas Fear | Registered representative | Jan 2022 (5y) | ||
| Rafael Tanobe Rondino | Registered representative | CFP | Mar 2022 (4y) | |
| Kevin Rodgers | Registered representative | CFP | Apr 2022 (4y) | |
| Miller Childers Majors | Registered representative | CFP | Jun 2022 (4y) | |
| Michael Christopher Parsons | Registered representative | CFA | Jul 2022 (4y) | |
| Banner Thomas Clark | Registered representative | CFP | Feb 2023 (3y) | |
| Ryan Allen Curwick | Registered representative | CFP CFA | Mar 2023 (3y) | |
| Camden Mc Kay Anderson | Registered representative | Apr 2023 (3y) | ||
| Min Jian Yang | Registered representative | CFP Chartered Financial Consultant | May 2023 (3y) | |
| Jeffrey William Keane | Registered representative | May 2023 (3y) | ||
| Benjamin Ross Ezrine | Registered representative | CFP | Sep 2023 (3y) | |
| James Anderson Horn | Registered representative | Dec 2023 (3y) | ||
| Jonas Georg Roos | Registered representative | CFP | Jan 2024 (3y) | |
| Troy Ernest Tomczak | Registered representative | CFP | Feb 2024 (2y) | |
| William Michael Skiles | Registered representative | CFP | Mar 2024 (2y) | |
| Jeffrey Scott Lloyd | Registered representative | Apr 2024 (2y) | ||
| Brenden James Urban | Registered representative | CFP | Apr 2024 (2y) | |
| James Clarke Mack | Registered representative | Jul 2024 (2y) | ||
| Joseph Carter Mcdonald | Registered representative | Oct 2024 (2y) | ||
| Christopher James Kuzelka | Registered representative | CFP | Oct 2024 (2y) | |
| Clayton Noel Carden | Registered representative | Nov 2024 (2y) | ||
| Chase Tucker Strait | Registered representative | Dec 2024 (2y) | ||
| Shaun Setu Mazumdar | Registered representative | Apr 2025 (1y) | ||
| Alex Richard Nuechterlein | Registered representative | Jun 2025 (1y) | ||
| Olivia Lucille Grecco | Registered representative | Jun 2025 (1y) | ||
| Jayden Rashon Durrah | Registered representative | Jul 2025 (1y) | ||
| Jay William Gardner | Registered representative | Aug 2025 (1y) | ||
| Matthew Russell Lane | Registered representative | Aug 2025 (1y) | ||
| Trevor Michael Payne | Registered representative | Aug 2025 (1y) | ||
| Jackson Scott Figiel | Registered representative | Sep 2025 (1y) | ||
| Justyn Marsalis Grady | Registered representative | Oct 2025 (1y) | ||
| Chase James Turner | Registered representative | Oct 2025 (1y) | ||
| Mitchell Harrington Rossi | Registered representative | Apr 2026 (0y) | ||
| Madison Kay Grosse | Registered representative | May 2026 (0y) | ||
| Matthew William Donley | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Swamp Rabbit Trust | Member | Dec 2016 | A | 25% – 50% |
| Desert Cottontail Trust | Member | Dec 2016 | A | 25% – 50% |
| Amc Family Trust 1/1/2020 | Member | Apr 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Automotive Association Pension Plan | Trustees United Automotive Association Pension Plan | 11 | $6.0M | 03/01/2024 |
| Premera Pension Equity Plan | Premera | 2,755 | $446M | 01/01/2024 |
| Bcbsnd And Noridian Healthcare Solutions 401(k) Plan | Blue Cross Blue Shield Of North Dakota | 3,856 | $500M | 01/01/2024 |
| Wps Pension Plan | Wps Insurance Corporation | 438 | $317M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Amerisure Mutual Insurance Company Cash Balance Pension Plan | Amerisure Mutual Insurance Company | 358 | $86.9M | 01/01/2024 |
| Amerisure Mutual Insurance Company 401 K Savings Plan | Amerisure Mutual Insurance Company 401 K Savings Plan | 720 | $231M | 01/01/2024 |
| Delta 401(k) Retirement Plan | Delta Air Lines, Inc. | 89,993 | $19.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 2.98 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $4.9B (60% of AUM) Apr 2026
- National Financial Services (Fidelity) $3.2B (39% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗