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- Custodian
- Assetmark · Capital Group · Pershing
- Clients
- Retail and Institutional
- Platforms
- CatalystLegacy
- Established Date
- 03-01-1998
- Office Locations
- 2
Office Locations
About Capital Investment Advisors
Capital Asset Management Group (Capital Investment Advisors) provides education-based, integrated financial planning and portfolio management for professionals and business owners, from young to established and accomplished clients, coordinating tax, estate and investment strategies. Portfolios are implemented largely with ETFs and public funds, with custody/platform relationships including Pershing and AssetMark.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
COLLEEN MARIE GIROUARD
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
JOHN EDWARD GIROUARD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1150948
- Ownership
- Less than 5%
Summit timber
Oak quantum
- CRD
- #50066
- Ownership
- 8.8%
Showing 2 of 3 owners & executives
Unlock allContacts
ROBERT JOSEPH BRINKMAN
Financial Advisor
- CRD
- #6253300
Patrick Johnson
Associate
- CRD
- #6664178
Quantum frontier
Quantum capital
- CRD
- #49292
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,990,522 | $212,586 |
| Non-Discretionary | $15,265,564 | $231,296 |
| Total | $302,256,086 | $213,458 |
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Separately Managed Accounts
Total SMA Asset: $302,256,086
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $912,859,160 | 26.6% |
| Public Funds | $665,769,462 | 19.4% |
| Cash | $277,975,910 | 8.1% |
| Corporate - Investment Grade | $555,951,819 | 16.2% |
| Municipal Bonds | $569,679,024 | 16.6% |
| U.S. Government/Agency | $449,565,977 | 13.1% |
| Total | $3,431,801,352 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VECTOR | VITAL FUSION | G06DGAPIQ | ZCAM | 7.32% | $44,868,685 |
| WAVE BEACON NORTH | CATALYST MOMENTUM | WRD36EKAG | CVPHX | 1.15% | $73,680,564 |
| LEGACY EAGLE CREST | ZENITH SIGNAL | WUKNXHQRV | WKBEV | 3.50% | $33,471,594 |
| CATALYST LEGACY | ZENITH ELEMENT | QLY9D8BOV | WTT | 9.35% | $105,561,471 |
| VERTEX FUSION | HORIZON FOCUS | L1U65HW9S | DQT | 8.47% | $34,252,411 |
| ALPHA INSIGHT | PRIME DELTA | BO67GFXRS | ULU | 2.73% | $100,645,741 |
| FUSION RADIAL | VITAL ZENITH | LYXLEIE6F | LCOE | 3.23% | $103,411,698 |
| ATLAS VERTEX | DELTA BRIDGE | A25BQ2DGW | OMECP | 12.25% | $114,420,682 |