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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-07-2011
- Office Locations
- 7
Office Locations
About Capital Investment Advisors, LLC
Capital Investment Advisors is an Atlanta-based RIA providing personalized financial planning and investment management for retirees, business owners, and entrepreneurs. Portfolios are built around asset allocation using mutual funds and ETFs, with alternative investment access supported by iCapital. Custody includes Charles Schwab and Fidelity. Leadership includes Managing Partner/strategist Wesley Moss (author), and the firm has been recognized by outlets such as Forbes, Barron’s, and WSJ.
Reported data analysis
What the numbers show
Between December 22, 2025 and April 22, 2026, reported AUM increased 30.4%, from $6.3B to $8.2B.
Across 5 reported observations, AUM increased 94.4% between December 8, 2022 and April 22, 2026, from $4.2B to $8.2B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 55 advisory representatives and 6,014 clients, or 109.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 7 reported office locations and 15 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Holly Evans Mallory
Chief Compliance Officer, Investment Advisor, OPERATIONS DIRECTOR, PARTNER, Partner, Chief Compliance Officer, Head of Operations
- CRD
- --
- Ownership
- Less than 5%
Connor Douglas Miller
Chief Investment Officer, Investment Advisor, Partner, Chief Investment Officer, Co-Host of “Money Matters”
- CRD
- #6672902
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Bryant Daniel Abramowitz
Partner, Investment Advisor, Tampa Office Lead
- CRD
- #5840376
Ansur Ahmed
Chief Compliance Officer
- CRD
- --
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,152,303,229 | $476,938 |
| Non-Discretionary | $60,310,465 | $1,096,554 |
| Total | $8,212,613,694 | $478,925 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Investment Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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