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Capital Investment Advisors LLC

Atlanta, Georgia

Website:

https://www.yourwealth.com/

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Atlanta, Georgia

Website:

https://www.yourwealth.com/

Leadership Interview

Company Details

Approximate AUM

$6,298,400,000

Fee model

Hybrid Flexible

Number of employees

109

Custodians

Schwab

Fidelity

Description

Capital Investment Advisors ("CIA"), founded in 1996 by Mike Reiner following a successful corporate banking career, began with its first office in Sandy Springs, Georgia, offering tailored wealth management services that spurred its national growth. The firm’s leadership evolved in 2009 with the addition of Managing Partners Wes Moss, Mitch Reiner, and Matt Reiner, driving collaborative expansion. CIA now has a team of over 100 and manages more than $6.2 billion in assets as of February 2025. The firm operates as a family-owned, fiduciary, fee-only firm rooted in Purpose Planning—a values-based approach aligning clients’ wealth with their priorities. Specializing in custom income portfolios for the "millionaire next door," self-made individuals valuing simplicity and connection, CIA is recognized as a trusted, down-to-earth financial partner, delivering thoughtful, relationship-driven advice with a multigenerational perspective. Its expertise lies in crafting meaningful financial plans, maintaining a fiduciary, fee-only structure for objective guidance, and fostering confidence through an education-first approach that simplifies complexity.

Locations

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Services Offered

Financial Planning

Portfolio Management

Estate Planning

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Recent News

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Match confidence

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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video Overview

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Capital Investment Advisors LLC

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Capital Investment Advisors LLC's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Capital Investment Advisors LLC

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Capital Investment Advisors LLC's Ideal Partner

Company Videos

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