Capital Investment Advisors

On a mission to help families retire happy since 1996.

Financial planner in Greenwood Village, CO (show on map)

4.3

★★★★☆

4 reviews

Wealth management firm helping families retire happy since 1996. Over $8.1B in assets under management and 6,000+ families served across 4 offices.

Call (720) 463-0770

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About

Capital Investment Advisors is a wealth management firm founded in 1996 with a mission to help families find happiness in retirement. The firm serves families at every stage of their financial journey and across a wide range of wealth, from those building toward retirement to multigenerational households managing significant complexity.

With $8.1B in assets under management, 110+ team members in 4 offices, and 6,000+ families served, the firm helps clients invest for income, preserve wealth, plan their legacy, and support their overall financial well-being.

On a mission to help families retire happy since 1996

$8.1B in assets under management

6,000+ families served

110+ team members in 4 offices

Serving families at every stage of financial journey

Services

Wealth Management

Comprehensive wealth management services for families at every stage of their financial journey.

Investment management Income planning Wealth preservation Legacy planning

Retirement Planning

Retirement planning services to help families achieve their retirement goals.

Retirement income strategy Social Security optimization Distribution planning

Investment Management

Professional investment management services for individuals and families.

Portfolio management Asset allocation Risk management

Estate Planning

Estate planning services to help families protect their legacy.

Legacy planning Trust services Beneficiary planning

Reviews

Rating

4.3

★★★★☆

Reviews

"Very pleased with Capital Investment Advisors."

Frequently Asked Questions

What is Capital Investment Advisors' mission? +

The firm's mission is to help families find happiness in retirement, serving families at every stage of their financial journey.

How large is the firm? +

The firm manages $8.1B in assets under management, has 110+ team members in 4 offices, and serves 6,000+ families.

When was the firm founded? +

Capital Investment Advisors was founded in 1996 and has been helping families retire happy for nearly 30 years.

What is the firm's approach to investment? +

The firm focuses on investing for income, preserving wealth, planning legacy, and supporting overall financial well-being. Every conversation starts with the client's goals, life, and what financial confidence would actually mean for them.