Capital Investment Advisors Promotes Four to Partner
ATLANTA – February 12, 2025 – Capital Investment Advisors, a $6+ Billion Atlanta-based RIA firm, announced today that it has promoted Amanda Lewis, Connor Miller, Joel Dean, and Dan Abramowitz to partner. Partnership was offered to these team members based on merit and a consistent, demonstrated commitment to the firm’s mission to help families retire […]
Client Spotlight: Dallas And Lisa’s Cherished Italian Adventure
Lisa retired from the Bell System in 2006 and Dallas a year later, timing that was influenced by an early package offer after the “new” AT&T bought out the company. No longer tied to their desks, they jumped at an invitation from their daughter Candice for an Italian adventure. Candice and her husband Collins had honeymooned there nearly 20 years prior and had always wanted to return with Dallas and Lisa.
Client Spotlight: A New Chapter of Service for These Happy Retirees
Retiring after a successful career as a chemical coating sales representative and over 30 years in healthcare management, Lloyd and Vickie were ready to get started on their core pursuits: community service and leadership. The two moved to Lake Oconee near Greensboro, Georgia. Wasting no time, Lloyd became Homeowners Association (HOA) President of their new community and then joined the Greene County Volunteer Fire Department, where he spent a decade ensuring the safety and well-being of his neighbors.
Capital Investment Advisors Names Robert Sanders as Company President
ATLANTA – November 21, 2024 – Capital Investment Advisors, a $6+ Billion Atlanta-based RIA firm, announced today that it has named Robert Sanders as President of the company. In his new role, Sanders will direct the firm’s five offices – Atlanta, Dallas, Phoenix, Denver, and Tampa – and lead the company’s approximately 100 employees (as […]
On September 16, 2024, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #73 of Top 100 RIA Firms
On September 16, 2024, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #73 of Top 100 RIA Firms. Rankings were based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. CIA […]
On August 16th, 2024, Atlanta Business Chronicle ranked Capital Investment Advisors #14 on their Atlanta’s 25 Largest Financial Planning & Advisory Firms list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2024 Atlanta’s 25 Largest Financial Planning & Advisory Firms list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers […]
On August 16th, 2024, Atlanta Business Chronicle ranked Capital Investment Advisors #14 on their Atlanta’s 25 Largest Money Managers list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2024 Atlanta’s 25 Largest Money Managers list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in the city […]
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to visit them all came on a whim, and they said, “Why not?” The freedom to make that choice is one of the benefits of a happy and financially secure retirement.
Wes Moss Featured On The Clark Howard Podcast: Do the 60/40 Portfolio and the 4% Rule Still Work?
A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains […]
Capital Investment Advisors, a $5.5+ Billion Registered Investment Advisor (RIA), Set to Open Office in Dallas
ATLANTA – August 26, 2024 – Capital Investment Advisors, an Atlanta-based RIA firm, is pleased to announce the opening of its Dallas office. This will be the firm’s fifth location – joining offices in Phoenix, Denver, Tampa, and Atlanta – and will open on September 2, 2024. The office is located at 5495 Belt Line […]
