CRD: 125621
Capital Research Advisors, LLC
$62.9M Total AUM
$61.9M Disc. AUM
-- 3Y CAGR
2 Employees
166 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- GlacierPrime +more
- Established Date
- 07-10-2003
- Office Locations
- 2
Office Locations
1400 Buford HWY, Suite C-1 Sugar Hill GA
3011 Sutton Gate Drive Second Floor, Suite 240 Suwanee GA
About Capital Research Advisors, LLC
Capital Research Advisors is a Georgia-based RIA offering financial planning, estate planning, and investment management for individuals, retirees, and trust/foundation clients. The firm builds tailored portfolios using disciplined, rule-based investment models and a multi-model strategy that adapts as goals change. It emphasizes client care and operates in a fiduciary, fee-focused relationship with fully disclosed fees.
Team overview
67 AVG AGE
$62.9M AVG AUM / ADVISOR
$379.2K AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Legacy value Foundation optima Legacy peak
CRM
Vector vertex Foundation pathway
Custodian
Peak Value Unison Vital summit Meridian
Investment Themes
Vital radial Radial
Investment Vehicles
Harbor frontier
Services
Ridge Vital Frontier element Vital Capital Summit
Technology
Capital Bridge eagle Meridian Element matrix Unison wave
Owner & Executives
K
KENNETH DWAIN GRAVES
Chief Compliance Officer, Managing Member
- CRD
- #1976686
- Ownership
- 75% or more
(983) 569-6829
vector.optima@eaglecapital.com
in linkedin.com/in/zenith-focus
Showing 1 of 1 owners & executives
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W
Walter Ernest Richards
--
- CRD
- #8240306
(241) 970-2045
glacier.alpha@embercapital.com
in linkedin.com/in/north-alpha
S
STEVEN EARL SMITH
Director
- CRD
- #2089708
(693) 848-5390
pathway.horizon@signalcapital.com
in linkedin.com/in/harbor-foundation
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,906,775 | $451,558 |
| Non-Discretionary | $1,036,588 | -- |
| Total | $62,943,363 | $451,558 |
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Separately Managed Accounts
Total SMA Asset: $62,943,363
Public Funds:
28.2% Cash:
55.0% Equity - Exchange:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $879,355,290 | 28.2% |
| Cash | $1,715,054,644 | 55.0% |
| Equity - Exchange | $523,871,236 | 16.8% |
| Total | $3,118,281,170 | 100.0% |