At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices in Tampa, Denver, Phoenix and throughout the United States. Our advisors in Georgia, Florida, Colorado, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
What is an RIA?
Independent Registered Investment Advisors (RIAs) are professional advisory firms that offer personalized financial advice to its clients, many of whom are affluent.
Many independent RIAs work with complex portfolios and address unique needs that require a highly customized level of investment management strategy and consultation.
Many independent RIAs are owned by the individual advisors who run them.
Many independent RIAs provide advice and services for a fee based on a percentage of the client’s assets.
RIA firms are registered with the Securities and Exchange Commission or state securities regulators, are subject to the Investment Advisers Act of 1940 if federally registered, and have a fiduciary duty to act in the best interest of their clients.
Our Core Values
Know Your Craft
Do What Is Right
Every Person Matters
Make It Simple
Mike Reiner worked in banking for corporate America for 13 years before his wife Shelly encouraged him to pursue his talents in the investment industry and share his passion for helping investors sleep well at night (SWAN). It was then, in 1996, that Mike Reiner co-founded Capital Investment Advisors. Years later Wes Moss, Mitch Reiner, and Matt Reiner have become Managing Partners, CIA is proud to have a team of 60+ team members, and CIA recently celebrated 25 years as a Registered Investment Advisor (RIA). With a $4.35B AUM (as of December 2022) wealth management portfolio, CIA now has multiple offices throughout the country (in Georgia, Arizona, Florida, and Colorado) and has further expanded its ownership to five long-time employees.
Watch our company story below.