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CAPITAL INVESTMENT ADVISORS
Legal name: CAPITAL INVESTMENT ADVISORS, INC.
CRD 118269File 801-110008
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$302.3M
Below cohort median (national)
Discretionary AUM
$287.0M
Non-discretionary $15.3M
Clients
427
1,416 accounts
Employees
11
Below cohort median in DC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 27, 2017
- Principal office
- 1000 POTOMAC STREET N.W., SUITE 300, WASHINGTON D.C., DC, 20007
- Phone
- 240-482-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $302.3M
- Discretionary AUM
- $287.0M
- Non-discretionary AUM
- $15.3M
- Discretionary accounts
- 1,350
- Non-discretionary accounts
- 66
- Total accounts
- 1,416
- AUM per client
- $708K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $726K |
| Charitable organizations | 1 | $7.1M |
| High net worth individuals | 79 | $172.4M |
| Pension and profit sharing plans | 6 | $10.8M |
| Individuals (other than high net worth individuals) | 338 | $111.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.