Assets Under Management
$378.2M
Number of Clients
594
Number of Advisors
5
Average Client AUM
$637K
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Investment Advisors offers financial consultation services tailored to each client's needs, including financial planning and educational programs. They also provide asset management services, utilizing third-party asset managers or providing discretionary/non-discretionary asset management. The firm's Integrated Wealth Management Process (IWMP) educates, organizes, and validates clients' financial strategies.
1000 Potomac Street N.W., Suite 300, Washington D.C., DC, 20007