Insights

Client Engagement Expansion Capital Investment Advisors demonstrates a strong focus on personalized financial planning, particularly in income investing, indicating opportunities to offer advanced client engagement tools to enhance their service offerings and improve client retention.

Technology Integration With a tech stack including Salesforce and Google Tag Manager, CIA shows openness to digital solutions—prospects for integrated CRM, analytics, or client portal enhancements present potential sales avenues.

Strategic Growth Initiatives Following their acquisition of Capital Accounting & Tax and recent investments in technology firms, CIA is actively expanding its service scope and capabilities, making it receptive to additional partnership opportunities in financial software, compliance, or integrated service platforms.

Market Presence & Funding Operating with a revenue range of $100M-$250M and a sizable team, CIA’s substantial market footprint indicates a need for enterprise-level solutions in data management, cybersecurity, or enterprise resource planning to support their operational scale.

Thought Leadership Opportunities The launch of their 'Happiest Retirees' podcast signals an interest in brand positioning and content marketing; offering media or content management solutions could help boost their thought leadership and strengthen client loyalty.

Similar companies to Capital Investment Advisors

Capital Investment Advisors Tech Stack

Capital Investment Advisors uses 8 technology products and services including Microsoft Clarity, Facebook Pixel, Calendly, and more. Explore Capital Investment Advisors's tech stack below.

  • Microsoft Clarity
    Analytics
  • Facebook Pixel
    Analytics
  • Calendly
    Appointment Scheduling
  • Salesforce
    Customer Relationship Management
  • SoundManager
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management

Media & News

Capital Investment Advisors's Email Address Formats

Capital Investment Advisors uses at least 1 format(s):
Capital Investment Advisors Email FormatsExamplePercentage
First@yourwealth.comJohn@yourwealth.com
65%
FLast@yourwealth.comJDoe@yourwealth.com
29%
Last@yourwealth.comDoe@yourwealth.com
4%
First.Last@yourwealth.comJohn.Doe@yourwealth.com
2%

Frequently Asked Questions

Where is Capital Investment Advisors's headquarters located?

Minus sign iconPlus sign icon
Capital Investment Advisors's main headquarters is located at 10 Glenlake Pkwy, North Tower, Suite 1000 Atlanta, Georgia 30328, US. The company has employees across 2 continents, including North AmericaEurope.

What is Capital Investment Advisors's phone number?

Minus sign iconPlus sign icon
You can contact Capital Investment Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Investment Advisors's stock symbol?

Minus sign iconPlus sign icon
Capital Investment Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Capital Investment Advisors's official website and social media links?

Minus sign iconPlus sign icon
Capital Investment Advisors's official website is yourwealth.com and has social profiles on LinkedIn.

What is Capital Investment Advisors's SIC code NAICS code?

Minus sign iconPlus sign icon
Capital Investment Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Capital Investment Advisors have currently?

Minus sign iconPlus sign icon
As of October 2025, Capital Investment Advisors has approximately 113 employees across 2 continents, including North AmericaEurope. Key team members include Chief Marketing Officer: H. W. E.Chief Compliance Officer/Operations Director: H. M.Chief Investment Officer: A. M.. Explore Capital Investment Advisors's employee directory with LeadIQ.

What industry does Capital Investment Advisors belong to?

Minus sign iconPlus sign icon
Capital Investment Advisors operates in the Financial Services industry.

What technology does Capital Investment Advisors use?

Minus sign iconPlus sign icon
Capital Investment Advisors's tech stack includes Microsoft ClarityFacebook PixelCalendlySalesforceSoundManagerjQueryYoast SEOGoogle Tag Manager.

What is Capital Investment Advisors's email format?

Minus sign iconPlus sign icon
Capital Investment Advisors's email format typically follows the pattern of First@yourwealth.com. Find more Capital Investment Advisors email formats with LeadIQ.

When was Capital Investment Advisors founded?

Minus sign iconPlus sign icon
Capital Investment Advisors was founded in 1996.
Capital Investment Advisors

Capital Investment Advisors

Financial ServicesUnited States51-200 Employees

At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm with offices throughout the United States that provide our clients with a full range of financial advice centered on portfolio management. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our firm's mission is to help families find happiness in retirement; this includes the clients we serve, the professionals we partner with, and the employees who come into CIA every day to fulfill this mission. 

BEWARE OF SCAMS. You will never be contacted by any of our members through social media, such as Facebook, WhatsApp, Instagram, etc., for free tutoring or academic advising regarding investment strategies. Please ensure you are communicating with us through official channels. If you would like to work with us, please contact us through this link https://www.yourwealth.com/contact/schedule-appointment/. Emails that our advisors use come from the email domain yourwealth.com.

Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

Section iconCompany Overview

Headquarters
10 Glenlake Pkwy, North Tower, Suite 1000 Atlanta, Georgia 30328, US
Phone number
SIC Code
8742 - Management Consulting Services
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Capital Investment Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Capital Investment Advisors's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.