CAPITAL INVESTMENT ADVISORS, LLC
CRD #158055 SEC #801-72532 ATLANTA, GA 404-531-0018
SEC Registered
Total AUM
$6.3B
Discretionary
$6.2B
Employees
99
Clients
0
Accounts
13,529
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $6.3B | $6.2B | $52.1M | 99 | 0 |
| Nov 2025 | $6.3B | $6.2B | $52.1M | 99 | 0 |
| Aug 2025 | $6.3B | $6.2B | $52.1M | 99 | 0 |
| Mar 2025 | $6.3B | $6.2B | $52.1M | 99 | 0 |
| Nov 2024 | $5.3B | $5.3B | $0 | 80 | 0 |
| Oct 2024 | $5.3B | $5.3B | $0 | 80 | 0 |
| Aug 2024 | $5.3B | $5.3B | $0 | 80 | 0 |
| Aug 2024 | $5.3B | $5.3B | $0 | 80 | 0 |
| May 2024 | $5.3B | $5.3B | $0 | 80 | 0 |
| Jan 2024 | $5.3B | $5.3B | $0 | 80 | 0 |
| Oct 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| Sep 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| Aug 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| Jun 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| Jun 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| May 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| May 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| Mar 2023 | $4.4B | $4.3B | $12.3M | 64 | 0 |
| Dec 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Nov 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Aug 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Aug 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| May 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Apr 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Mar 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Feb 2022 | $4.2B | $4.2B | $14.5M | 48 | 0 |
| Nov 2021 | $3.2B | $3.2B | $13.4M | 41 | 0 |
| May 2021 | $3.2B | $3.2B | $13.4M | 41 | 0 |
| May 2021 | $3.2B | $3.2B | $13.4M | 41 | 0 |
| Mar 2021 | $3.2B | $3.2B | $13.4M | 41 | 0 |
| Jan 2021 | $3.2B | $3.2B | $13.4M | 41 | 0 |
| Nov 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Oct 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Aug 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Aug 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Jul 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Jun 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Jun 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Jun 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Apr 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Mar 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Feb 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Feb 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Jan 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Jan 2020 | $2.9B | $2.9B | $14M | 38 | 0 |
| Nov 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Oct 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Sep 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Sep 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Aug 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Aug 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| May 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Mar 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Feb 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Jan 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Jan 2019 | $2.2B | $2.2B | $12.4M | 38 | 0 |
| Jan 2019 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Dec 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Sep 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Aug 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Jul 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Jun 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| May 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Feb 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Feb 2018 | $2.1B | $2.1B | $13.1M | 27 | 0 |
| Jan 2018 | $1.7B | $1.7B | $12.6M | 27 | 0 |
| Nov 2017 | $1.7B | $1.7B | $12.6M | 27 | 0 |
| Aug 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| Jul 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| May 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| Mar 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| Feb 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| Feb 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| Jan 2017 | $1.7B | $1.7B | $12.6M | 27 | 2,000 |
| Nov 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| Sep 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| Jul 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| May 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| May 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| Feb 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| Feb 2016 | $1.4B | $1.4B | $11.6M | 24 | 2,000 |
| Aug 2015 | $1.3B | $1.3B | $11.4M | 19 | 1,800 |
| Jun 2015 | $1.3B | $1.3B | $11.4M | 19 | 1,800 |
| Mar 2015 | $1.3B | $1.3B | $11.4M | 19 | 1,800 |
| Jan 2015 | $1.3B | $1.3B | $11.4M | 19 | 1,800 |
| Sep 2014 | $1.2B | $1.2B | $10.5M | 18 | 1,700 |
| Apr 2014 | $1.2B | $1.2B | $10.5M | 18 | 1,700 |
| Mar 2014 | $1.2B | $1.2B | $10.5M | 18 | 1,700 |
| Jan 2014 | $1.2B | $1.2B | $10.5M | 18 | 1,700 |
| Sep 2013 | $1.1B | $1.1B | $9.7M | 15 | 1,600 |
| Aug 2013 | $1.1B | $1.1B | $9.7M | 15 | 1,600 |
| Jul 2013 | $1.1B | $1.1B | $9.7M | 15 | 1,600 |
| Jun 2013 | $1.1B | $1.1B | $9.7M | 15 | 1,600 |
| Feb 2013 | $885.4M | $844.4M | $41M | 15 | 1,600 |
| Jan 2013 | $885.4M | $844.4M | $41M | 15 | 1,600 |
| Mar 2012 | $885.4M | $844.4M | $41M | 11 | 1,600 |
| Jul 2011 | $628M | $600M | $28M | -- | -- |
| Jun 2011 | $628M | $600M | $28M | -- | -- |
| Jun 2011 | $628M | $600M | $28M | -- | -- |
DateDec 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$52.1M
Employees99
Clients0
DateNov 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$52.1M
Employees99
Clients0
DateAug 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$52.1M
Employees99
Clients0
DateMar 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$52.1M
Employees99
Clients0
DateNov 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees80
Clients0
DateOct 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees80
Clients0
DateAug 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees80
Clients0
DateAug 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees80
Clients0
DateMay 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees80
Clients0
DateJan 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees80
Clients0
DateOct 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateSep 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateAug 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateJun 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateJun 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateMay 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateMay 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateMar 2023
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$12.3M
Employees64
Clients0
DateDec 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateNov 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateAug 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateAug 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateMay 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateApr 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateMar 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateFeb 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$14.5M
Employees48
Clients0
DateNov 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$13.4M
Employees41
Clients0
DateMay 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$13.4M
Employees41
Clients0
DateMay 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$13.4M
Employees41
Clients0
DateMar 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$13.4M
Employees41
Clients0
DateJan 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$13.4M
Employees41
Clients0
DateNov 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateOct 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateAug 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateAug 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateJul 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateJun 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateJun 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateJun 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateApr 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateMar 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateFeb 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateFeb 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateJan 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateJan 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$14M
Employees38
Clients0
DateNov 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateOct 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateSep 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateSep 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateAug 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateAug 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateMay 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateFeb 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateJan 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateJan 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$12.4M
Employees38
Clients0
DateJan 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateDec 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateSep 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateAug 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateJul 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateJun 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateMay 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateFeb 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateFeb 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$13.1M
Employees27
Clients0
DateJan 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients0
DateNov 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients0
DateAug 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateMay 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateFeb 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateFeb 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateJan 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$12.6M
Employees27
Clients2,000
DateNov 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateSep 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateJul 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateMay 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateMay 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateFeb 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateFeb 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$11.6M
Employees24
Clients2,000
DateAug 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.4M
Employees19
Clients1,800
DateJun 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.4M
Employees19
Clients1,800
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.4M
Employees19
Clients1,800
DateJan 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.4M
Employees19
Clients1,800
DateSep 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees18
Clients1,700
DateApr 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees18
Clients1,700
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees18
Clients1,700
DateJan 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees18
Clients1,700
DateSep 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.7M
Employees15
Clients1,600
DateAug 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.7M
Employees15
Clients1,600
DateJul 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.7M
Employees15
Clients1,600
DateJun 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.7M
Employees15
Clients1,600
DateFeb 2013
Total AUM$885.4M
Discretionary$844.4M
Non-Disc.$41M
Employees15
Clients1,600
DateJan 2013
Total AUM$885.4M
Discretionary$844.4M
Non-Disc.$41M
Employees15
Clients1,600
DateMar 2012
Total AUM$885.4M
Discretionary$844.4M
Non-Disc.$41M
Employees11
Clients1,600
DateJul 2011
Total AUM$628M
Discretionary$600M
Non-Disc.$28M
Employees--
Clients--
DateJun 2011
Total AUM$628M
Discretionary$600M
Non-Disc.$28M
Employees--
Clients--
DateJun 2011
Total AUM$628M
Discretionary$600M
Non-Disc.$28M
Employees--
Clients--