CAPITAL INVESTMENT ADVISORS, INC.
Legal name: CAPITAL INVESTMENT ADVISORS
CRD #118269 SEC #801-110008 WASHINGTON D.C., DC 240-482-4000
SEC Registered
Total AUM
$378.2M
Discretionary
$362.9M
Employees
11
Clients
26
Accounts
1,930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $302.3M | $287M | $15.3M | 10 | 0 |
| Sep 2025 | $378.2M | $362.9M | $15.3M | 11 | 16 |
| Jun 2025 | $378.2M | $362.9M | $15.3M | 11 | 16 |
| Sep 2024 | $378.2M | $362.9M | $15.3M | 12 | 16 |
| Apr 2024 | $312M | $299.6M | $12.4M | 13 | 23 |
| Sep 2023 | $312M | $299.6M | $12.4M | 14 | 23 |
| Sep 2022 | $283.7M | $274M | $9.7M | 16 | 25 |
| Aug 2022 | $311.9M | $300.5M | $11.4M | 13 | 23 |
| Mar 2022 | $311.9M | $300.5M | $11.4M | 12 | 23 |
| Jan 2022 | $311.9M | $300.5M | $11.4M | 13 | 23 |
| Jan 2022 | $311.9M | $300.5M | $11.4M | 15 | 23 |
| Nov 2021 | $311.9M | $300.5M | $11.4M | 14 | 23 |
| Sep 2021 | $311.9M | $300.5M | $11.4M | 15 | 23 |
| Jun 2021 | $232.4M | $223.1M | $9.3M | 14 | 16 |
| Mar 2021 | $232.4M | $223.1M | $9.3M | 16 | 16 |
| Sep 2020 | $232.4M | $223.1M | $9.3M | 14 | 16 |
| Jun 2020 | $205.6M | $196.7M | $8.9M | 13 | 0 |
| Sep 2019 | $205.6M | $196.7M | $8.9M | 13 | 0 |
| Mar 2019 | $188.9M | $180.3M | $8.5M | 12 | 0 |
| Dec 2018 | $188.9M | $180.3M | $8.5M | 13 | 0 |
| Oct 2018 | $188.9M | $180.3M | $8.5M | 13 | 0 |
| Sep 2018 | $188.9M | $180.3M | $8.5M | 13 | 0 |
| Aug 2018 | $138.5M | $0 | $138.5M | 11 | 0 |
| Nov 2017 | $138.5M | $0 | $138.5M | 11 | 0 |
| Oct 2017 | $138.5M | $0 | $138.5M | 11 | 0 |
| Sep 2017 | $114.3M | $0 | $114.3M | 11 | 300 |
| Sep 2017 | $114.3M | $0 | $114.3M | 11 | 300 |
| Sep 2017 | $114.3M | $0 | $114.3M | 6 | 300 |
| Mar 2017 | $114.3M | $0 | $114.3M | 6 | 300 |
| Feb 2017 | $114.3M | $0 | $114.3M | 6 | 300 |
| Feb 2017 | $114.3M | $0 | $114.3M | 6 | 300 |
DateSep 2025
Total AUM$302.3M
Discretionary$287M
Non-Disc.$15.3M
Employees10
Clients0
DateSep 2025
Total AUM$378.2M
Discretionary$362.9M
Non-Disc.$15.3M
Employees11
Clients16
DateJun 2025
Total AUM$378.2M
Discretionary$362.9M
Non-Disc.$15.3M
Employees11
Clients16
DateSep 2024
Total AUM$378.2M
Discretionary$362.9M
Non-Disc.$15.3M
Employees12
Clients16
DateApr 2024
Total AUM$312M
Discretionary$299.6M
Non-Disc.$12.4M
Employees13
Clients23
DateSep 2023
Total AUM$312M
Discretionary$299.6M
Non-Disc.$12.4M
Employees14
Clients23
DateSep 2022
Total AUM$283.7M
Discretionary$274M
Non-Disc.$9.7M
Employees16
Clients25
DateAug 2022
Total AUM$311.9M
Discretionary$300.5M
Non-Disc.$11.4M
Employees13
Clients23
DateMar 2022
Total AUM$311.9M
Discretionary$300.5M
Non-Disc.$11.4M
Employees12
Clients23
DateJan 2022
Total AUM$311.9M
Discretionary$300.5M
Non-Disc.$11.4M
Employees13
Clients23
DateJan 2022
Total AUM$311.9M
Discretionary$300.5M
Non-Disc.$11.4M
Employees15
Clients23
DateNov 2021
Total AUM$311.9M
Discretionary$300.5M
Non-Disc.$11.4M
Employees14
Clients23
DateSep 2021
Total AUM$311.9M
Discretionary$300.5M
Non-Disc.$11.4M
Employees15
Clients23
DateJun 2021
Total AUM$232.4M
Discretionary$223.1M
Non-Disc.$9.3M
Employees14
Clients16
DateMar 2021
Total AUM$232.4M
Discretionary$223.1M
Non-Disc.$9.3M
Employees16
Clients16
DateSep 2020
Total AUM$232.4M
Discretionary$223.1M
Non-Disc.$9.3M
Employees14
Clients16
DateJun 2020
Total AUM$205.6M
Discretionary$196.7M
Non-Disc.$8.9M
Employees13
Clients0
DateSep 2019
Total AUM$205.6M
Discretionary$196.7M
Non-Disc.$8.9M
Employees13
Clients0
DateMar 2019
Total AUM$188.9M
Discretionary$180.3M
Non-Disc.$8.5M
Employees12
Clients0
DateDec 2018
Total AUM$188.9M
Discretionary$180.3M
Non-Disc.$8.5M
Employees13
Clients0
DateOct 2018
Total AUM$188.9M
Discretionary$180.3M
Non-Disc.$8.5M
Employees13
Clients0
DateSep 2018
Total AUM$188.9M
Discretionary$180.3M
Non-Disc.$8.5M
Employees13
Clients0
DateAug 2018
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees11
Clients0
DateNov 2017
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees11
Clients0
DateOct 2017
Total AUM$138.5M
Discretionary$0
Non-Disc.$138.5M
Employees11
Clients0
DateSep 2017
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees11
Clients300
DateSep 2017
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees11
Clients300
DateSep 2017
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees6
Clients300
DateMar 2017
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees6
Clients300
DateFeb 2017
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees6
Clients300
DateFeb 2017
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees6
Clients300