Advisor at Capital Investment Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Investment Partners LLC
Location
Gainesville, GA 30501
Credentials
Series 63, Series 66
Industry experience
24 years
Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.
Based on Capital Investment Partners LLC
Based on Capital Investment Partners LLC
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.60% $4,000,001+: 0.40%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for portfolios of individual fixed income securities
204 W. Academy Street
Gainesville, GA 30501
Georgia
International Assets Advisory, LLC
2017 - 2020 (3 years)
ProEquities, Inc
2005 - 2017 (12 years)
Capital Investment Partners, LLC
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Series 65
Gainesville, GA
Comprehensive Financial Planning Inc
CFP®, Series 63, Series 66
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Larsen Wealth Management, LLC
CFP®, Series 63, Series 65
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Series 63, Series 66
Gainesville, GA
W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
CFP®
Dawsonville, GA
Michael L. Ball, CPA, LLC
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