WASHINGTON D.C., DCCRD 118269Latest ADV April 16, 2026
Capital Investment Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Washington D.C., DC. Its latest Form ADV filing, dated April 16, 2026, reports $302M in regulatory assets under management, 11 employee, 1 office, and 1,416 accounts.
Assets Under Management
$302M
Employees
11
Offices
1 office
Total Clients
427
Primary office
WASHINGTON D.C., DC
1000 POTOMAC STREET N.W., SUITE 300, WASHINGTON D.C., DC, United States
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
338
2
HNWI
18.5%
79
3
Pension Plans
1.4%
6
4
Corporations
0.7%
3
5
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$302Mas of April 16, 2026
Discretionary94.9%
$287M
95% of total RAUM94.9%
Non-discretionary5.1%
$15M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$302M
Total Accounts1,416
10Y AUM Change+$188M (+164.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee39:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.