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Income Investing Expertise Capital Investment Advisors specializes in Income Investing, providing a valuable niche that can appeal to clients seeking stable and reliable returns on their investments.

Geographic Presence With offices in multiple states including Florida, Colorado, and Arizona, CIA has a broad geographic footprint, offering opportunities to serve clients in diverse locations and tap into regional markets.

Tech-Enhanced Client Services Utilizing tech tools like Microsoft Clarity and Yoast SEO Premium, CIA demonstrates a commitment to innovative client service delivery, which could be leveraged to attract tech-savvy customers.

Recent Strategic Investments By investing substantial amounts in companies like AstraZeneca, Invesco Real Estate, and GE Healthcare, CIA showcases a proactive investment approach that may resonate with potential clients looking for forward-thinking financial advisors.

Brand Reputation and Podcast Launch Launching the Happiest Retirees podcast and maintaining a strong social media presence through established rules of engagement, CIA has taken steps to bolster its brand reputation, creating opportunities for engaging content and client outreach.

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, JazzHR, and more. Explore Capital Investment Advisors's tech stack below.

Microsoft Clarity
Analytics
Facebook Pixel
Analytics
JazzHR
Applicant Tracking Systems
Google Font API
Font Scripts
Open Graph
Miscellaneous
HTTP/3
Miscellaneous
Yoast SEO Premium
Search Engines
ZURB Foundation
UI Frameworks

Media & News

Capital Investment Advisors's Email Address Formats

Capital Investment Advisors uses at least 1 format(s):

Capital Investment Advisors Email Formats	Example	Percentage
First@yourwealth.com	John@yourwealth.com	67%
FLast@yourwealth.com	JDoe@yourwealth.com	26%
Last@yourwealth.com	Doe@yourwealth.com	5%
First.Last@yourwealth.com	John.Doe@yourwealth.com	2%

Frequently Asked Questions

Where is Capital Investment Advisors's headquarters located?

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?

You can contact Capital Investment Advisors's main corporate office by phone at

+1-404-531-****

. 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?

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?

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

How much revenue does Capital Investment Advisors generate?

As of August 2024, Capital Investment Advisors's annual revenue reached $35M.

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

Capital Investment Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 523920 - Portfolio Management.

How many employees does Capital Investment Advisors have currently?

As of August 2024, Capital Investment Advisors has approximately 88 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: A. M.Chief Compliance Officer/Operations Director: H. M.Chief Information Officer: R. S.. Explore Capital Investment Advisors's employee directory with LeadIQ.

What industry does Capital Investment Advisors belong to?

Capital Investment Advisors operates in the Financial Services industry.

What technology does Capital Investment Advisors use?

Capital Investment Advisors's tech stack includes Microsoft ClarityFacebook PixelJazzHRGoogle Font APIOpen GraphHTTP/3Yoast SEO PremiumZURB Foundation.

What is Capital Investment Advisors's email format?

Capital Investment Advisors's email format typically follows the pattern of . Find more Capital Investment Advisors email formats with LeadIQ.

When was Capital Investment Advisors founded?

Capital Investment Advisors was founded in 1996.

Capital Investment Advisors

Capital Investment Advisors

Financial ServicesGeorgia, United 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 based in Atlanta with offices in Florida, Colorado, and Arizona 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. 

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

Company Overview

Headquarters: 10 Glenlake Pkwy North Tower, Suite 1000 Atlanta, Georgia 30328 US
Phone number: ✕
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+1-404-531-****
Website: yourwealth.com
SIC Code: 8742 - Management Consulting Services
Stock Symbol: N/A
NAICS Code: 523920 - Portfolio Management
Founded: 1996
Employees: 51-200

Media & News

Funding & Financials

$10M$50M
Capital Investment Advisors's revenue is in the range of $10M$50M

Funding & Financials

$10M$50M
Capital Investment Advisors's revenue is in the range of $10M$50M

Company Leadership

A. M.
Chief Investment Officer
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H. M.
Chief Compliance Officer/Operations Director
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R. S.
Chief Information Officer
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W. M.
Managing Partner And Chief Investment Strategist
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K. K.
Owner
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Employee Directory

M. R.
President
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P. H.
Owner
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R. S.
Chief Information Officer
✕
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T. M.
Partner, Senior Investment Advisor
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E. K.
Marketing Director
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