Capital Investment Advisors, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,836,526
- Description
- Atlanta Georgia based advisory led wealth manager with a limited liability advisory organization and a disciplined and process driven investment mandate. The approach emphasizes asset liability coordination, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through investment policy adherence and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 749 | 6,836,526 | 13F-HR/A - RESTATEMENT | Capital Investment Advisors, LLC |
| Q1 2026 | 4/15/2026 | 693 | 6,242,095 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2025 | 1/13/2026 | 735 | 6,565,299 | 13F-HR | Capital Investment Advisors, LLC |
| Q3 2025 | 10/23/2025 | 730 | 6,094,999 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2025 | 7/17/2025 | 702 | 5,580,539 | 13F-HR/A - NEW HOLDINGS | Capital Investment Advisors, LLC |
| Q2 2025 | 7/15/2025 | 92 | 90,962 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2025 | 4/14/2025 | 682 | 5,111,269 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2024 | 1/13/2025 | 670 | 4,906,896 | 13F-HR | Capital Investment Advisors, LLC |
| Q3 2024 | 10/17/2024 | 666 | 4,857,764 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2024 | 7/12/2024 | 649 | 4,423,784 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2024 | 4/15/2024 | 640 | 4,290,309 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2023 | 1/5/2024 | 626 | 3,987,173 | 13F-HR | Capital Investment Advisors, LLC |
| Q3 2023 | 10/16/2023 | 601 | 3,613,486 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2023 | 7/11/2023 | 549 | 3,279,817 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2023 | 4/10/2023 | 570 | 3,391,827 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2022 | 1/5/2023 | 580 | 3,304,089 | 13F-HR | Capital Investment Advisors, LLC |
| Q3 2022 | 10/5/2022 | 546 | 2,918,612 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2022 | 7/6/2022 | 560 | 3,015,562 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2022 | 4/13/2022 | 588 | 3,274,166 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2021 | 1/10/2022 | 593 | 3,275,715 | 13F-HR | Capital Investment Advisors, LLC |
| Q3 2021 | 10/13/2021 | 578 | 2,972,077 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2021 | 7/14/2021 | 568 | 2,902,035 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2021 | 4/27/2021 | 555 | 2,654,367 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2020 | 1/21/2021 | 534 | 2,391,796 | 13F-HR | Capital Investment Advisors, LLC |
| Q3 2020 | 10/29/2020 | 518 | 2,094,462 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2020 | 7/20/2020 | 504 | 1,929,093 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2020 | 4/13/2020 | 473 | 1,566,701 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2019 | 9/10/2020 | 517 | 2,070,893 | 13F-HR/A - RESTATEMENT | Capital Investment Advisors, LLC |
| Q4 2019 | 1/21/2020 | 518 | 2,573,068 | 13F-HR | Capital Investment Advisors, LLC |
| Q2 2014 | 7/30/2014 | 386 | 873,212 | 13F-HR | Capital Investment Advisors, LLC |
| Q1 2014 | 4/29/2014 | 389 | 796,209 | 13F-HR | Capital Investment Advisors, LLC |
| Q4 2013 | 2/7/2014 | 392 | 753,917 | 13F-HR | Capital Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.138 K
(0.0% of total reported value)
· QoQ Δ:
-4.016 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.095 M | 45.3% | 0 | 1.966 M | -1.966 M |
| ETFs | 3.037 M | 44.4% | 2.202 M | 0 | 2.202 M |
| Debt | 703.1 K | 10.3% | 39.73 K | 0 | 39.73 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
6,836,526
Holdings
749
QoQ value change ($000)
271,227
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.