CAPITAL INVESTMENT ADVISORS, INC
Legal name: CAPITAL INVESTMENT ADVISORS
CRD #116241 SEC #801-70941 VERO BEACH, FL 772-231-3122
SEC Registered
Total AUM
$30.9M
Discretionary
$30.9M
Employees
5
Clients
10
Accounts
125
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 22, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEARS, ANDREA, DIANE | I | INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHORNER, JAMES, ALAN | I | PRESIDENT | E | Control |
| MEARS, ANDREA, DIANE | I | INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SCHORNER, JAMES, ALAN | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Feb 22, 2011 REGISTERED
Notice Filings (1)
FL
Address
1401 HIGHWAY A1ASUITE 207
VERO BEACH, FL 32963
United States
Phone: 772-231-3122