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CAPITAL INVESTMENT ADVISORS, LLC
CRD 158055File 801-72532
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.21B
Top 10% of cohort (national)
Discretionary AUM
$8.15B
Non-discretionary $60.3M
Clients
6,014
17,148 accounts
Employees
107
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 7, 2011
- Principal office
- 10 GLENLAKE PARKWAY, NORTH TOWER, SUITE 1000, ATLANTA, GA, 30328
- Phone
- 404-531-0018
- Website
- HTTP://WWW.WESMOSS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.21B
- Discretionary AUM
- $8.15B
- Non-discretionary AUM
- $60.3M
- Discretionary accounts
- 17,093
- Non-discretionary accounts
- 55
- Total accounts
- 17,148
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,462 | $6.39B |
| Pension and profit sharing plans | Fewer than 5 | $17.6M |
| Individuals (other than high net worth individuals) | 3,552 | $1.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 99 | 107 | increased by8 |
| Apr 1, 2026 | Clients | 4,698 | 6,014 | increased by1,316 |
| Apr 1, 2026 | AUM | $6,298,397,792 | $8,212,613,694 | increased by$1,914,215,902 |
| Apr 1, 2026 | Accounts | 13,529 | 17,148 | increased by3,619 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 99 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,546 | 4,698 | increased by1,152 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,224,196,078 | $6,298,397,792 | increased by$2,074,201,714 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,652 | 13,529 | increased by3,877 |
| Mar 1, 2022 | Employees | 41 | 48 | increased by7 |
| Mar 1, 2022 | Clients | 3,106 | 3,546 | increased by440 |
| Mar 1, 2022 | AUM | $3,227,446,139 | $4,224,196,078 | increased by$996,749,939 |
| Mar 1, 2022 | Accounts | 8,455 | 9,652 | increased by1,197 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.