CG
CG

Clinton Galyean

24 Years of Experience
Gainesville, GA
3 Disclosures

Clinton Galyean is a registered investment advisor at Capital Investment Partners LLC, based in Gainesville, GA, with 24 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 85 clients with $49M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
85 clients
Average Client Portfolio
$581K average
Assets Under Management
$49.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.75%
$3.0M - $4.0M0.60%
$4M+0.40%

All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

204 W. Academy Street, Gainesville, GA, 30501

Get directions

History

Regulatory History (3)
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Regulatory
November 2018
Final
Employment Separation After Allegations
January 2017
Customer Dispute
May 2010
Denied
Other Business Activities

Clinton is the owner/advisor of Capital Investment Partners, LLC, an unaffiliated RIA, dedicating full-time hours to this role. He also owns Galyean Investment Properties, LLC, spending a few hours per week managing rental properties.

Employment History
Current Registrations
Capital Investment Partners LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
International Assets Investment Management, LLC
February 2017 - October 2020 · 3 yrs 8 mos
International Assets Advisory, LLCBroker
January 2017 - October 2020 · 3 yrs 9 mos
Investment Advisors
June 2006 - January 2017 · 10 yrs 7 mos
Proequities, INC.Broker
November 2005 - January 2017 · 11 yrs 2 mos
Usallianz Securities, INC.
September 2004 - November 2005 · 1 yr 2 mos
Usallianz Securities, INC.Broker
September 2004 - November 2005 · 1 yr 2 mos
Pan-American Financial AdvisersBroker
November 2001 - September 2004 · 2 yrs 10 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.