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Capital Investment Advisors

Fee-only investment advisory and portfolio management

Overview

Capital Investment Advisors is a fee-only financial advisory and portfolio management firm that focuses on income investing to help clients reach retirement goals. The company provides financial strategy and ongoing portfolio management tailored to each client’s circumstances, offering a full range of advice centered on generating income and managing investments, with offices in Atlanta, Florida, and Colorado since 1996. Unlike many firms, CIA operates on a fee-only fiduciary model, aligning its advice with clients’ interests and charging transparent, ongoing fees. The firm sets itself apart through its specialization in income investing, its fiduciary, client-focused approach, and long-standing experience in guiding families toward retirement happiness. Its goal is to help families achieve financial security and satisfaction in retirement by delivering personalized, income-focused investment strategies and comprehensive financial planning.

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About Capital Investment Advisors

Simplify's Rating
Why Capital Investment Advisors is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Atlanta, GA

Founded

1996

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What believers are saying

  • Atlanta Business Chronicle ranked CIA #65 among private companies in September 2026.
  • The firm now has 115+ team members across five offices, supporting more client coverage.
  • Its podcast and articles on retirement income keep feeding inbound leads and referrals.

What critics are saying

  • Retirement-income focus ties revenue to portfolio balances and withdrawal anxiety during selloffs.
  • Large RIAs like Fisher and Facet intensify talent and fee pressure in Atlanta.
  • Founder-led branding around Mike Reiner and Wes Moss creates key-person risk.

What makes Capital Investment Advisors unique

  • CIA manages $9B for 6,100+ families, specializing in retirement income since 1996.
  • It opened Tampa and expanded Atlanta headquarters in 2026, showing operating scale.
  • Barron’s ranked CIA #74 among 2026 Top 100 RIA Firms.

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Benefits

  • Hybrid Work Options

Company News

1Reason
Apr 15th, 2026
DLP Capital taps Holly Wasson to lead marketing as firm enters next phase of growth.

DLP Capital taps Holly Wasson to lead marketing as firm enters next phase of growth. Posted on: April 14, 2026 By: Real Estate News Holly Wasson ST. AUGUSTINE, Fla. and BETHLEHEM, Pa., April 14, 2026 (GLOBE NEWSWIRE) - DLP Real Estate Capital, Inc. (DLP Capital), a private real estate investment firm focused on building Thriving Communities, today announced the appointment of Holly Wasson as Managing Director, Marketing, Communications, and Events. Wasson joins the firm's executive leadership team at a pivotal time as DLP Capital accelerates its growth trajectory and expands its national presence. Wasson brings almost 30 years of experience leading integrated marketing, communications, and brand strategies across financial services, media, sports, entertainment, retail, and travel industries. Known for building high-performing teams and delivering multi-platform campaigns, she has consistently driven brand growth through strategic storytelling and innovative engagement. "As we celebrate our 20th anniversary, DLP Capital is entering a period of accelerated growth and expanding investor demand," says Don Wenner, Founder and CEO of DLP Capital. "Holly's leadership will be instrumental in elevating our brand, deepening investor engagement, and supporting our continued expansion. We're excited to have her join us as we build toward an even more ambitious future." In her new role, Wasson will lead DLP Capital's marketing, communications, and events strategy, with a focus on advancing the firm's use of marketing technology, data analytics, and audience segmentation to drive measurable growth in assets under management and investor engagement. Her leadership will span corporate communications, brand development, thought leadership, product marketing, performance marketing, lead generation, and large-scale events, all aligned with DLP Capital's mission to address the affordable housing crisis through impact-driven investment. "I'm excited to join DLP Capital at such a transformative moment," said Wasson. "The firm's purpose-driven approach to investing in workforce housing is both meaningful and differentiated. I look forward to promoting DLP Capital's story and connecting with investors, sponsors, and communities across the country." Before joining DLP Capital, Wasson served as Chief Marketing Officer at Capital Investment Advisors, where she led brand strategy, content, advertising, and public relations initiatives. She helped position the firm as a thought leader in retirement planning through innovative marketing channels, including advertising, events, podcasts, a radio show, and published content. Over her career, Wasson has held leadership roles at 1 Reason is Rosie, SunTrust Bank, and Edelman. At 1 Reason is Rosie, she played a key role in scaling the startup to a $110 million valuation while leading marketing initiatives for global brands such as Google, Meta, and Microsoft. During her tenure at SunTrust Bank, she launched the "Confidence Starts Here" campaign and helped open SunTrust Park through a strategic partnership with the Atlanta Braves. Wasson began her career at Turner, where she spent 17 years in various marketing leadership roles across the portfolio serving CNN, TNT, TBS, Cartoon Network, and Turner Sports. "DLP Capital's goals are ambitious and transformative," Wasson added. "I'm honored to help advance the firm's mission and demonstrate how impact investing can create meaningful outcomes for both investors and communities." Wasson holds a Bachelor of Arts in Journalism from the University of Georgia. About DLP Real Estate Capital, Inc. (DLP Capital): DLP Real Estate Capital, Inc. (DLP Capital) is a private real estate investment firm with over $5.5 billion in assets under management (AUM).[1] The firm's core focus is investing in, developing, and financing safe, attainable, and thriving multifamily and single-family rental communities for America's working families. DLP Capital sponsors a series of open-ended and closed-ended private real estate investment funds for accredited investors and leverages proprietary platforms and frameworks, including its Elite Execution System, to help clients grow while advancing the firm's mission to build Thriving Communities. Founded in 2006 by Don Wenner in Pennsylvania's Lehigh Valley, DLP Capital is a 13-time Inc. 5000 honoree, most recently in 2025. For more information, visit DLPCapital.com. [1] As of December 31, 2025. AUM is the value of the assets DLP Capital manages, which includes real estate and real-estate-backed loans. A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ccab52da-3641-4076-aa8a-c0c892b4f571

ETFDailyNews.com
Oct 4th, 2025
Capital Investment Advisors LLC Invests $203,000 in Dell Technologies Inc. $DELL

Capital Investment Advisors LLC invests $203,000 in Dell Technologies Inc. $DELL.

MarketBeat
Sep 30th, 2025
42,600 Shares in Amphenol Corporation $APH Bought by Union Bancaire Privee UBP SA

XML Financial LLC purchased a new stake in Amphenol in the second quarter valued at about $434,000.

MarketBeat
Feb 19th, 2025
Allspring Global Investments Holdings LLC Purchases 42,289 Shares of Keysight Technologies, Inc. (NYSE:KEYS)

Capital Investment Advisors LLC purchased a new stake in Keysight Technologies in the third quarter worth approximately $207,000.

ETFDailyNews.com
Jan 17th, 2025
Capital Investment Advisors LLC Invests $206,000 in DexCom, Inc. (NASDAQ:DXCM)

Capital Investment Advisors LLC invests $206,000 in DexCom, Inc. (NASDAQ:DXCM).

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