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About Us

Now 90+ team members strong, CIA was co-founded in 1996 by Mike Reiner with a mission to help families retire happy and sleep well at night.

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Our Story

With nearly 30 years as a Registered Investment Adviser and $5B in Assets Under Management (AUM) (as of December 2023) in clients’ wealth management portfolios, our 90+ employees and partners in Georgia, Arizona, Florida, Texas and Colorado have established a nationwide presence.

  1. Mike Reiner co-founded Capital Investment Advisors (CIA) with its first office in Sandy Springs, following a successful career in corporate banking.
  2. Ownership expands with the addition of Managing Partners Wes Moss, Mitch Reiner, and Matt Reiner.
  3. Our Tampa Bay branch expands with new office location in Tampa Bay, Florida. Moved to a bigger office location in Atlanta.
  4. Our third office location opens in Denver, Colorado at 8101 E. Prentice Avenue.
  5. Leadership expands to four long-time employees Holly Mallory, Jeff Keane, Bryan Rea and Robert Sanders.
  6. Our fourth office location opens in Phoenix, Arizona at 2141 East Camelback Road.
  7. With a $5B AUM (as of December 2023), CIA establishes a nationwide presence with a team size of 90+.
  8. Our fifth office location opens in Dallas, Texas at 5495 Belt Line Road.

Our Core Values

We aspire to live by our core values daily with each other, and with the families we serve.

  • Know Your Craft

    We champion continuous learning and expertise. Our investment professionals will actively expand their expertise and maintain a profound grasp of financial markets, investment strategies, and industry dynamics.

  • Be Passionate

    We work closely with you to develop a personalized plan that aligns with your values and risk tolerance.

  • Do What Is Right

    We are committed to conducting business with honesty and transparency and upholding high ethical standards by prioritizing the best interest of our families.

  • Every Person Matters

    We cherish the inherent worth of each individual and cultivate an environment where every voice is heard, respected, and valued.

  • Make It Simple

    We help empower families with clear and concise communication, avoiding technical jargon. This clarity facilitates informed decisions to help achieve your financial goals.

Know Your Craft

We champion continuous learning and expertise. Our investment professionals will actively expand their expertise and maintain a profound grasp of financial markets, investment strategies, and industry dynamics.

Be Passionate

Thriving in the dynamic investment landscape requires unwavering commitment, boundless enthusiasm, and a profound passion from each team member.

Do What Is Right

We are committed to conducting business with honesty and transparency and upholding high ethical standards by prioritizing the best interest of our families.

Every Person Matters

We cherish the inherent worth of each individual and cultivate an environment where every voice is heard, respected, and valued.

Make It Simple

We help empower families with clear and concise communication, avoiding technical jargon. This clarity facilitates informed decisions to help achieve your financial goals.

Meet Our Team

CIA is comprised of professionals with a wide-range of industry experience including
CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, investment veterans, investment analysts and tax counselors