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- Custodian
- Assetmark · Capital Group · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $302.3M between September 25, 2025 and June 11, 2026.
Across 5 reported observations, AUM increased 6.5% between September 30, 2022 and June 11, 2026, from $283.7M to $302.3M.
Of the latest reported AUM, 94.9% is discretionary and 5.1% is non-discretionary.
The firm reports 6 advisory representatives and 427 clients, or 71.2 clients per representative. That equates to $707.9K in reported AUM per client.
The profile lists 2 reported office locations and 28 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capital Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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ROBERT JOSEPH BRINKMAN
Financial Advisor
- CRD
- #6253300
Patrick Johnson
Associate
- CRD
- #6664178
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
SMA allocation detail is available
Capital Investment Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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Capital Investment Advisors's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.