Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
582592093
SEC advisor number
801-57269
FINRA CRD number
109762
AUM ?
$3.86 bn
(as of 22 Mar 23)
Accounts
4,832
(as of 22 Mar 23)
Employees
25
(11 investment advisory or research)
Address
Capital Directions Investment Advisors
THE POINTE, SUITE 220
400 NORTHRIDGE ROAD
ATLANTA
GA 30350
THE POINTE, SUITE 220
400 NORTHRIDGE ROAD
ATLANTA
GA 30350
Phone
404-237-8881
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
22 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
10 Feb 21