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Operations Team

Capital Investment Advisors wouldn’t be complete without the Operations Team. This group makes sure the day-to-day operations run smoothly for both our team and our clients. The Operations Team works closely with the advisors on a mix of client coordination and business operation.

Capital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm based in Atlanta. Since 1994, CIA has been providing clients with financial strategy and management tailored to the client’s individual circumstances and objectives rather than advisor incentives or commissions. We strive to help client reach their goals by focusing on our specialty: INCOME Investing. We provide our clients with a full range of financial advice centered on portfolio management. This guidance comes from a veteran team of professionals with designations of CERTIFIED FINANCIAL PLANNER™, CPA, and Chartered Financial Analyst.

CIA provides its financial guidance on a fee-only basis, which aligns our advisors’ interests directly with their clients’ interests. The end result is a professional relationship where work towards the client’s confidence that their financial future is being cared for every step of the way, and that decisions about their investments will be made for the right reasons.

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