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Capital Investment Advisors

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United States

Founded in

1996 (29 Years)

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Get to know Capital Investment Advisors

Founded in 1996, Capital Investment Advisors (CIA) is a fee-only Registered Investment Advisor (RIA) dedicated to providing holistic financial planning and wealth management. The firm's mission is to simplify the financial lives of its clients by acting as their "Personal CFO," coordinating all aspects of their financial well-being, from investment and risk management to estate and tax planning. They emphasize a disciplined, long-term investment philosophy and aim to build lasting relationships with clients, particularly those nearing or in retirement.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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