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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 84% of the manager's regulatory AUM.

CAPITAL INVESTMENT StockAlpha

-1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SDY 6.26% ETF 1.55% -0.03% 1 3%
LQD 4.11% ETF -4.54% -0.21% 0 4%
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FEATURED IN
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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




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Capital Investment Advisors, LLC


aforementioned investments will depend on your prior investment experience, meeting the product requi...
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CAPITAL INVESTMENT Portfolio Concentration

CAPITAL INVESTMENT Location

200 SANDY SPRINGS PLACE
SUITE 300
ATLANTA, Georgia
UNITED STATES, 30328

CAPITAL INVESTMENT Contact Information

Phone Number: 404-531-0018
Fax Number: 404-531-0010
Website:

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