C
CRD: 309469
Capital Investment Partners LLC
$49.4M Total AUM
$49.4M Disc. AUM
-- 3Y CAGR
2 Employees
85 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2020
- Office Locations
- 1
Office Locations
204 W. Academy Street Gainesville GA
About Capital Investment Partners LLC
Capital Investment Partners LLC is a Gainesville-based RIA. The firm has been operating for 5 years. Managing $49.4M in total assets under management, with 2 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$580.6K AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime fusion Beacon capital Pathway
Investment Themes
Crest horizon
Investment Vehicles
Meridian
Services
Focus Alpha crest Delta momentum Summit
Owner & Executives
C
CLINTON BRIAN GALYEAN
Auditor, Chief Compliance Officer, Managing Member
- CRD
- #4468512
- Ownership
- 75% or more
(329) 863-7508
oak.eagle@catalystcapital.com
in linkedin.com/in/atlas-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARTIN SANCHEZ
Financial Advisor
- CRD
- #7053447
(941) 706-2558
prime.pioneer@summitcapital.com
in linkedin.com/in/harbor-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,354,067 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,354,067 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,354,067
Equity - Exchange:
19.0% Equity - OTC:
5.2% Corporate - Investment Grade:
10.8% Sovereign Bonds:
16.9% Cash:
11.8% Other:
22.9% Municipal Bonds:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $181,553,754 | 19.0% |
| Equity - OTC | $49,688,396 | 5.2% |
| Corporate - Investment Grade | $103,198,976 | 10.8% |
| Sovereign Bonds | $161,487,287 | 16.9% |
| Cash | $112,754,437 | 11.8% |
| Other | $218,820,051 | 22.9% |
| Municipal Bonds | $128,043,175 | 13.4% |
| Total | $955,546,076 | 100.0% |