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Capital Investment Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
ProShares UltraPro Dow30 $780,000

    Assets

    Assets

    Last updated on Sept. 8, 2019
      • $2.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 7K
        Accounts
      • $312.8K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    23

    name start date
    Kristin Beth Curcio
    December 2015
    Matthew Ross Reiner
    July 2011
    Everett Andrew Wilkerson
    January 2019
    Connor Douglas Miller
    August 2016
    Michael Jules Reiner
    July 2011

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Altera Big Blue Pa Gp, LLC -- --
      Altera Blue Sage Pa Gp, LLC -- --
      Altera Boardwalk Ksi Pa Gp, LLC -- --
      Altera Calibogue Pa II Gp, LLC -- --
      Altera Ocean Avenue Pa Gp, LLC -- --
      Altera Pa Spv I Gp, LLC -- --
      Altera Private Access, LLC -- --
      Capital Accounting & Tax, LLC -- --
      Capital Administration, LLC -- --
      Roswell Commercial Mortgage, LLC -- --
      Roswell Holdings Mortgage, LLC -- --
      Roswell Holdings, LLC -- --
      Wela Strategies, Inc. -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Wesley Hanes Moss Voting And Non Voting Member, Chief Investment Strategist February, 2011 25% to 50%
        Michael Jules Reiner Chief Compliance Officer, Chief Executive Officer December, 2010 less than 5%
        Robert Lawrence Sanders Chief Investment Officer August, 2016 less than 5%
        Holly Evans Mallory Compliance Manager January, 2012 less than 5%
        Matthew Ross Reiner Chief Innovation Officer, Voting Member June, 2013 less than 5%
        Mitchell Buddy Reiner Managing Partner, Chief Operating Officer, Voting Member February, 2009 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Other