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Capital Investment Advisors

Capital Investment Advisors is an investment advisor in Atlanta with $4.22B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273464003
SEC advisor number
801-110008
FINRA CRD number
118269
AUM ?
$311.88M (as of 5 Aug 22)
Accounts
1,820 (as of 5 Aug 22)
Employees
13 (8 investment advisory or research)
Address
Capital Investment Advisors
10 GLENLAKE PARKWAY
NORTH TOWER SUITE 1000
ATLANTA
GA 30328
Phone
404-531-0018

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 535 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$275.78M 5.79M 5.4M +7.3
$85.99M 3.18M 3.09M +3.1
$74.45M 1.27M 1.18M +7.3
$71.59M 563.17K 561.16K +0.4
$70.18M 547.28K 535.92K +2.1
$70.18M 591.27K 583.32K +1.4
$69.53M 2.7M 2.62M +3.0
$61.68M 224.9K 227.46K -1.1
$60.33M 1.92M 1.85M +3.4
$56.32M 411.97K 403.77K +2.0
$51.17M 288.26K 280.82K +2.6
$46.31M 475.04K 495.69K -4.2
$45.34M 176.53K 171.91K +2.7
$43M 602.98K 589.85K +2.2
$40.8M 18.72K 18.35K +2.0
$36.73M 255.42K 248.78K +2.7
$35.41M 786.89K 862.09K -8.7
$34.94M 241.3K 232.46K +3.8
$34.81M 80.96K 77.43K +4.6
$30.4M 134.38K 136.16K -1.3
$30.17M 975.55K 752.46K +29.6
$28.79M 1.18M 1.14M +3.1
$28.38M 665.53K 600.36K +10.9
$28.33M 310.7K 302.81K +2.6
$27.91M 532.31K 533.07K -0.1
$27.18M 431.98K 436.96K -1.1
$26.64M 145.92K 141.17K +3.4
$26.58M 287.62K 290.4K -1.0
$26.4M 172.4K 170.43K +1.2
$24.68M 659.57K 591.64K +11.5
$23.69M 466.85K 445.98K +4.7
$23.37M 559.43K 546.17K +2.4
$21.96M 57.91K 57.95K -0.1
$21.51M 1.03M 980.48K +4.7
$20.8M 833.29K 758.86K +9.8
$20.44M 181.53K 170.34K +6.6
$20.35M 105.16K 94.12K +11.7
$18M 197.57K 190.15K +3.9
$17.99M 233.69K 224.54K +4.1
$17.92M 152.3K 152.12K +0.1
$16.86M 322.52K 293.59K +9.9
$16.71M 130.8K 125.36K +4.3
$16.49M 155.26K 7.61K +1940.5
$16.45M 75.51K 69.34K +8.9
$16.33M 264.11K 242.38K +9.0
$15.57M 500.14K 495.22K +1.0
$15.14M 253.7K 231.34K +9.7
$15.08M 175.19K 159.13K +10.1
$15M 254.97K 248.22K +2.7
$14.59M 598.49K 557.27K +7.4
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings