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 wealth management firm headquartered in Atlanta with offices in Tampa, Denver, Phoenix, and throughout the United States. Our advisors in Georgia, Florida, Colorado, and Arizona work with the mission to help families retire sooner and happier than they ever thought possible. Every family is unique and deserves a customized plan and portfolio to match. Since 1996, Capital’s advisors have aspired to turn complicated into simple, using their specialized focus on income investing to help give families the peace and security they need to sleep well at night.
About Us
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
Be Passionate
Do What Is Right
Every Person Matters
Make It Simple
Our Story
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.
Our Team
CIA is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners, CPA’s, investment veterans, an investment analyst, tax counselors and small business owners. This unique setup allows us to answer your questions all in one place. The personalities of our team members, coupled with the intimate size of our firm, creates a culture of team collaboration. Together, we work to create winning strategies for you.
We provide financial guidance on a fee-only basis that allows for our advisors’ interests to be directly aligned with yours. Our team works to ensure your financial future is being cared for every step of the way, and that decisions about your investments will be made for the right reasons.
Mike Reiner
Founder, Chairman of the Board
Wes Moss, CFP®
Chief Investment Strategist, Managing Partner, Senior Investment Advisor
Mitch Reiner, CFP®, CIMA®
Managing Partner, Senior Investment Advisor
Matt Reiner, CFP®, CFA
Managing Partner, Senior Investment Advisor
Holly Evans Mallory, IACCP®
Partner, Chief Compliance Officer, Operations Director
Robert Sanders
Partner, Chief Operating Officer, Chief Financial Officer, Co-Chief Investment Officer
Tom Moore, CFP®
Partner, Senior Investment Advisor, Director of Advisors
Bryan Rea, CFP®
Partner, Senior Investment Advisor, Director of Advisors
Jeff Keane
Partner, Director of Business Development
Holly Wasson
Chief Marketing Officer
Amanda Lewis
Ops Team Lead, Client Service Manager
Connor Miller
Co-Chief Investment Officer
Kellie Carter
Client Service Manager
Curt Klein
Senior Investment Advisor, Investment Committee Director
Barbara Pinyan
Client Coordinator
Ryan Ely
Senior Investment Advisor, Investment Committee Director
Nikki Coleman
Director of People Operations
Kristin Curcio
Investment Advisor
James Lewis, CFP®, MBA
Senior Investment Advisor
Brynne Simms
Client Service Manager
Patrick Malloy, CFP®
Senior Investment Advisor
Bill Cibulas, CFP®, J.D.
Investment Advisor
Harris Lowe, CFP®
Investment Advisor
Frank Gine
Director of Integrated Business Services
Chelsey Braswell
Client Service Manager
Dan Abramowitz
Director of Wealth Management, Florida
Courtney Cooper
Operations Associate
Adria DeMeo, CRPC®
Investment Advisor
Kevin Rodgers
Investment Advisor
Banner Clark, CFP®
Investment Advisor
Eddie Goepp, CFP®
Investment Advisor
Everett Wilkerson, CFP®
Investment Advisor
Danielle Goff
Client Service Associate
Michael De La Garza
Investment Advisor
Chris Pataky
Regional Business Development Manager, Investment Advisor
Betsy Carr
Client Service Manager
Joel Dean, CFP®
Director of Investment Associates, Investment Advisor
Alexandra Flemings
Client Service Associate
Andrew Barag, CFP®, CRPC®
Investment Advisor
Nicole Kloenne
Client Service Associate
Jason Gove, CRPC®, CWS®
Investment Advisor
Ryan Curwick, CFP®, CFA
Investment Advisor
Anna Romaniszyn
Business Development Associate
Drew Fear
Investment Advisor
Brett Noggle, CFP®, CFA
Investment Advisor
Elizabeth Kelly
Marketing Manager
Remington Hasty
Client Service Associate
Maureen Barnett
Operations Assistant
Allie Kirkegaard
Operations Assistant
Rafael Rondino
Investment Associate
Cary Anne Beavers
Client Service Associate
Miller Majors, CPA
Senior Investment Associate
Justin Brown
Investment Associate
Ricky Yang, CFP®, CHFC®
Investment Associate
Abbie Stapleton
Operations Associate, Compliance Assistant
Marisa Harris-Phang
Video & Audio Producer
Ryan Doolittle
Podcast Producer, Host, and Writer for Retire Sooner Team
Ansur Ahmed
Private Investment Specialist
Mike Parsons, CFA
Family Office Advisor
Matt Clark
Business Development Manager
Zipporah Haynes
Marketing Associate
Camden Anderson
Investment Analyst
Claudia Gacon
Operations Associate
Jeff Lloyd
Wealth Management Analyst
Thomas Collins, CFP®
Investment Advisor
Sonia Velazco
Operations Associate
Inessa Loyevska, CPA
Controller
Colin Schoeneman
Salesforce Administrator
Hannah Kaplan
People Strategy Manager
Matt Lane – Wela Strategies
Investment Advisor - Wela Strategies
Kevin Madigan – Wela Strategies
Investment Advisor - Wela Strategies
Judi Borduin – Capital Accounting and Tax
Office Administrator
Lisa Graves – Capital Accounting and Tax
Bookkeeping Manager