CAPITAL INVESTMENT Overview
Capital Investment Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 19 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 167% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 167% of the manager's regulatory AUM.
CAPITAL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DGRO | 8.73% | ETF | 10.9% | -0.01% | 2 | 5% | ||
| XLK | 3% | ETF | 9.77% | -0.07% | 0 | 15% | ||
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FEATURED IN
CAPITAL INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael J. Reiner | Chief Compliance Officer, Chief Executive Officer | December-2010 |
| Wesley H. Moss | Voting And Non Voting Member, Chief Investment Strategist | February-2011 |
| Matthew R. Reiner | Chief Investment Officer | June-2013 |
| Mitchell B. Reiner | Chief Operations Officer | February-2009 |
CAPITAL INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CAPITAL INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
CIA’s management strategy involves allocating clients’ portfolios into “growth” and “income” investments. The amount of the portfolio committed to each investment class is determined based on the client’s income needs, returns expectations and risk tolerance.
Growth portfolios will generally consist of exchange traded funds (ETFs) and individual securities (i.e. stocks). Income portfolios will generally consist of bond mutual funds, bond ETFs, individual issued bonds (both domestic and international), and closed end funds. Additionally, CIA may use limited partnerships, real estate investment trusts (REITs) and royalty trusts. However the use of the
March 2015 10 of 22
Capital Investment Advisors, LLC
aforementioned investments will depend on your prior investment experience, meeting the product requi...
Unlock Full Investment Process Description
CIA’s management strategy involves allocating clients’ portfolios into “growth” and “income” investments. The amount of the portfolio committed to each investment class is determined based on the client’s income needs, returns expectations and risk tolerance.
Growth portfolios will generally consist of exchange traded funds (ETFs) and individual securities (i.e. stocks). Income portfolios will generally consist of bond mutual funds, bond ETFs, individual issued bonds (both domestic and international), and closed end funds. Additionally, CIA may use limited partnerships, real estate investment trusts (REITs) and royalty trusts. However the use of the
March 2015 10 of 22
Capital Investment Advisors, LLC
aforementioned investments will depend on your prior investment experience, meeting the product requi...
Unlock Full Investment Process Description
CAPITAL INVESTMENT Portfolio Concentration
CAPITAL INVESTMENT Location
200 SANDY SPRINGS PLACE
SUITE 300
ATLANTA, Georgia
UNITED STATES, 30328
SUITE 300
ATLANTA, Georgia
UNITED STATES, 30328
CAPITAL INVESTMENT Contact Information
Phone Number: 404-531-0018
Fax Number: 404-531-0010
Website: http://www.yourwealth.com
Fax Number: 404-531-0010
Website: http://www.yourwealth.com
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