This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
Bryant Daniel Abramowitz
Partner, Investment Advisor, Tampa Office Lead
- CRD
- #5840376
Ansur Ahmed
Chief Compliance Officer
- CRD
- --
Showing 2 of 64 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing