Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,698 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

Portfolio management fees may be negotiable in limited instances and in CIA’s sole discretion.

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

2502 N Rocky Point Drive, Suite 675, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Investment Advisors, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Harwood Financial Group
September 2019 - May 2020 · 8 mos
T. Rowe Price Advisory Services, INC.
June 2013 - July 2019 · 6 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
June 2012 - July 2019 · 7 yrs 1 mo
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.